Dune Financial Planning

Dune Financial Planning Ltd is an authorised and regulated independent financial advice firm, with registration number 589130. Our head office is located in Leeds, but we are pleased to meet clients in locations throughout the UK. We are experts in providing financial advice to recipients of clinical negligence and personal injury settlements, and we pride ourselves on being approachable and personable.

At Dune Financial Planning, we offer unbiased advice from the whole of market when recommending suitable financial planning solutions. Our advisers have a wealth of experience in working closely with claimants and their legal teams 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, we believe in making the financial advice journey as straightforward as possible. Our five-step approach is as follows:

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

Services

At Dune Financial Planning, we provide a wide range of services, catering to all aspects of financial planning. These services include:

Financial Planning

Dune Financial Planning provides independent financial advice over all aspects of financial planning, with particular expertise in advising recipients of legal settlements due to personal injury and medical negligence. 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.

Pre PI Settlement Services

We work closely with the Claimant's legal team providing pre-settlement advice on awarded settlements. This can include financial planning, budgeting expenditure, and cash flow forecasting to ensure the settlement lasts for the claimant's lifetime.

Post PI Settlement Services

We have particular expertise in advising recipients of legal settlements due to personal injury and medical negligence. This can include investment planning regarding damages settlements & consideration of a Personal Injury Trust. We can also provide pension advice when employing carers.

What We Offer

At Dune Financial Planning, we offer specialist independent financial advice, tailored to the specific needs of our clients. We understand that every client is unique, and we work hard to ensure that our advice reflects this. Our advisers hold specialist qualifications in areas such as pension and retirement planning, investment advice, inheritance tax planning, equity release advice, and pensions and divorce.

James Mann, Managing Director

James has over 20 years of experience providing independent financial advice to recipients of medical negligence and personal injury awards. He has built a reputation for providing clear, concise, and practical reports, and for providing sound advice to assist the claimant's legal team.

Nicola Hartley, Chartered Financial Planner

Nicola specialises in providing financial planning advice to recipients of legal settlements. She holds the prestigious Chartered Financial Planner qualification and prides herself on building long-lasting relationships with her clients.

At Dune Financial Planning, we believe that financial advice should be clear, concise, and easy to understand. We understand that financial planning can be a daunting and complex process, which is why we are here to help our clients every step of the way. Whether you are looking for pre or post-settlement advice, or simply need some general financial