Dune Financial Planning Ltd| Independent Financial Advisors

Providing Independent
Financial Advice

Dune Financial Planning Ltd provides independent financial advice over all aspects of financial planning.

OUR SERVICES
We are Independent
Financial Planners

As we are independent financial planners, we’re able to provide completely unbiased advice from the whole of market when recommending solutions.

OUR SERVICES
Pre & Post
Settlement Advice

We work closely with the Claimant’s legal team providing pre-settlement and post-settlement advice on the structure of the settlement to be awarded.

OUR SERVICES

About Dune Financial Planning

Dune Financial Planning provides specialist independent financial advice to recipients (and their representatives) of clinical negligence and personal injury settlements.

We pride ourselves on being approachable and personable and given our wide experience in this area our clients can rest assured that they, and their financial planning, are in safe hands.

As independent financial planners we provide completely unbiased advice from the whole of market when recommending suitable financial planning solutions. The recommendations and service we provide is always centred around acting in our client's best interests.

Our advisers have a breadth of experience in working closely with the claimant and their legal team to provide pre-settlement advice on the structure of the settlement to be awarded. Once a case has settled we can provide advice to the claimant, together with their trustees or deputy, on a bespoke financial plan for the future. Being involved in the pre-settlement analysis allows our advisers to have a comprehensive understanding of the claimant’s needs and the background of the legal case, therefore enabling the financial advice to be tailored to their specific needs.

At Dune Financial Planning Ltd we don’t believe in making the financial advice journey complicated and we therefore have a straight forward approach:

1. Get to know the client and their case
2. Establish the financial objectives and risk profile
3. Construct a financial planning strategy
4. Implement the recommendations
5. Review and monitor

Our Services

Pre PI Settlement Services

We work closely with the Claimant’s legal team providing pre-settlement advice on awarded settlements.

Post PI Settlement Services

We have particular expertise in advising recipients of legal settlements due to personal injury and medical negligence.

Financial Planning Services

Dune Financial provide Independent financial advice over all aspects of financial planning.

Investment Planning

Investment planning regarding damages settlements & consideration of a Personal Injury Trust.

Financial Advice

As independent financial advisers, we provide completely unbiased advice from the whole of market when recommending solutions.

Pre Settlement

We work with the Claimant’s legal team, including expert witness reports and attendance at settlement meetings.

Analysis of Offers

As qualified specialists, the more complex aspects of financial planning, such as Periodical Payments Vs Lump sum, are in safe hands.

Financial planning

Budgeting expenditure and cash flow forecasting to ensure the settlement lasts for the claimant’s lifetime.

Pensions

Workplace pension advice when employing carers. Our head office is in Leeds, but we can meet clients in locations throughout the UK.

Independent Financial Advice

Invest today for a better tomorrow

Let's talk

Our Team

James Mann

Managing Director

Independent financial advice for recipients of medical negligence and personal injury awards.

Nicola Hartley

Chartered Financial Planner

Nicola specialises in providing financial planning advice to recipients of legal settlements.

Testimonials

01.

I have worked with James on a number of high value personal injury cases. His reports advising on the distribution of the compensation award between periodical payments and lump sum settlement are the clearest and best I have read. He provides sound advice to assist the Claimant's legal team.

ALAN SMITH

Barrister, Old Square Chambers

02.

I was extremely happy with the financial advice and prompt service we received in relation to our daughter's personal injury trust investment. The advice given exceeded my expectations and has left me feeling reassured that my daughter's future care needs can be met.

Mrs A Hargrave

Mother

03.

James produces excellent reports analysing the structure of large personal injury awards and dealing with the balance that there should be between an award of lump sum damages and periodical payments. His reports are always clear, concise and practical. James is a useful colleague to attend and assist Round Table Settlement Meetings, when settlements are often negotiated. He provides a breakdown of offers made, makes suggestions as to the most favourable structure for an award and has an instinctive grasp of negotiating tactics.

NICHOLAS YELL

Barrister, 1 Chancery Lane