Services: Financial Litigation Training

Comprehensive training

Since 2011, We have provided a comprehensive training solution to the legal sector. We have assisted competent financial litigation specialists to improve their service as well as working with novice firms to set up their first department.

In the post-LASPO world, many personal injury firms are open to exploring alternate multi-track claim work that mitigates their dependency on PI claims. Following the proposed Civil Liability Bill and the recent Jackson report, we are committed to assisting PI firms to explore new avenues.

Financial litigation training package:

  • Secret Commission
  • Unfair Relationship (including Plevin type claims)
  • Mortgage Mis-selling
  • Pay Day loans
  • Investment mis-selling
  • Pension mis-selling
  • Bridging loan claims


Training will usually encompass 4 half day sessions and includes both technical and practical work on real ‘test’ files. You will also be provided with a full training manual as a continuing point of reference.

Included in our training package is a ‘box ready’ suite of documents that provide your firm with all the necessary tools to begin taking on claims. These include:

‘box ready’ suite of documents

  • Summary counsel advice
  • Catalogue of relevant case law
  • Bespoke counsel drafted letters of claim
  • Costs advice
  • Full client letter bank
  • Precedent review documents
  • Precedent witness statement/client interview
  • Full suite of vetting checklists
  • Regulatory guidance notes (MCOB/CONC/OFT/COB)
  • Defendant selection checklist

If your firm is already involved in financial litigation, we can provide tailored reports to meet your needs – please see our Instruct Us Page for further information

Equally, we can be instructed to work on a consultancy basis to support your existing infrastructure and maximise your profits on financial based claims – email

If your firm does not currently have financial claims as part of your existing client services suite, please see our Financial Litigation Training Page for more info