Tailored independent financial advice for the Spinal Injuries Association
     

 
SIA Financial Services is a trading division of SIA Enterprises Ltd., and is an introducer appointed representative of AWD Chase de Vere Wealth Management Limited (AWDCDVWML), which is authorised and regulated by the Financial Services Authority and registered under number 2090838. AWDCDVWML is licensed by SIA to trade as SIA Financial Services. *AWD Chase de Vere is a trading name of AWD Chase de Vere Wealth Management Limited.

 

Call us today to arrange a meeting on 0844 800 9562

Independent financial advice is provided by AWD Chase de Vere*

 
 
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Our advisers

SIA Members may not find this level of experience in dealing with the specific financial affairs of the spinally injured at other UK advice firms.

Sheralee Ellis

 

Sheralee Ellis has 16 years of experience in financial services, the last 9 of which she has specialised in giving independent financial advice to recipients of personal injury / clinical negligence awards and their advisers.

She is highly qualified holding the Advanced Financial Planning certificate and is today a member of the Personal Injury team for AWD Chase de Vere, one of the UK's and Europe's premier Independent Financial Advisers.

The Law Society Education and Training Department recently said of her with regard to periodical payments "Ms Ellis is a leader in her field with a good grasp of these issues and how they affect both claimant and defendant solicitors. This subject is well within her sphere of expertise."

Sheralee is instructed by both claimants and defendants and has been appointed to manage awards of damages both for Private Trusts outside and under the auspices of the Court of Protection. She regularly lectures on the investments of personal injury awards including subjects such as Personal Injury Trusts, Periodical Payments & conventional investment of damages awards. She is a senior member

Robin Bailey

 

Robin began his financial services career in 1998 and after 9 years working within some of the country's leading advice firms, he joined AWD Chase de Vere in July 2006 to help establish a dedicated Personal Injury Team.

A holder of the Advanced Financial Planning Certificate, Robin has, for the last 7 years, specialised in providing independent financial advice to recipients of personal injury / clinical negligence awards and their advisers.

Having participated in more than 350 personal injury cases, ranging from smaller cases to those involving multi-million pound settlements, Robin is today recognised as an expert in his field and has become a regular on the lecture circuit discussing such topics as the investment of personal injury awards; Personal Injury Trusts; investment strategies for receivers; Trustee Act 2000 & Periodical Payments.