Business Details
9 Years
experience
Trusted Financial Advisers in Leeds
Established in 2017, Dune Financial Planning provides independent financial advice to recipients of clinical negligence and personal injury settlements. Our team of Chartered Financial Planners works closely with legal professionals to deliver tailored pre-settlement and post-settlement financial strategies. We specialise in periodical payment analysis, personal injury trusts, and long-term investment planning, ensuring clients' financial security. Our approach prioritises transparency, with a five-step process encompassing client understanding, objective setting, strategy development, implementation, and ongoing review. With expertise in Court of Protection cases and welfare benefits assessment, we offer comprehensive support to deputies, trustees, and vulnerable clients.Our advisers hold advanced qualifications in pensions, tax planning, and investment management, delivering bespoke solutions aligned with individual needs. We maintain regulatory compliance through FCA authorisation (registration number 589130) and demonstrate commitment to client protection through rigorous financial strategy reviews. Our Leeds-based team serves clients nationwide, combining technical expertise with compassionate service to navigate complex financial settlements.
Services
Financial Planning
Pre PI Settlement Services
Post PI Settlement Services
Investment Planning
Pensions Advice
Inheritance Tax Planning
Equity Release Advice
Personal Injury Trusts
Welfare Benefits Assessment
Workplace Pension Advice
Details
- Year established: 2017
Highlights and features
- We provide independent financial advice from the whole of market
- Our team holds specialist qualifications in pensions and investment management
- We offer tailored financial strategies for vulnerable clients and court-appointed representatives
- Our advisers have 15+ years' experience in personal injury settlement planning
- We maintain FCA regulatory compliance and professional chartered status
Associations and certifications
- Financial Conduct Authority
- Chartered Financial Planner
What people say
Clear reports
Excellent service
Prompt service
Exceeded expectations
Practical advice
Services
Financial Planning
Our independent financial planning service offers comprehensive strategies for personal injury and clinical negligence claimants. We create tailored investment plans, manage personal injury trusts, and provide pensions advice to ensure long-term financial security. Our approach combines technical expertise with compassionate support for vulnerable clients.
Pre PI Settlement Services
We work with legal teams to analyse settlement structures, prepare periodical payment reports, and attend court hearings. Our experts assess quantum matters and provide recommendations to optimise settlement arrangements before final agreements are reached.
Post PI Settlement Services
After settlements are awarded, we implement financial strategies including trust management, investment portfolio creation, and cashflow modelling. Our ongoing support ensures claimants' financial needs are met throughout their lifetime, with regular strategy reviews.
Personal Injury Trusts
We specialise in establishing and managing personal injury trusts to protect claimants' financial awards. Our services include investment strategy development, compliance with welfare benefit regulations, and ongoing trust administration for court-appointed trustees.
Welfare Benefits Assessment
Our team provides detailed assessments of claimants' eligibility for means-tested benefits. We develop financial strategies that maintain benefit entitlement while ensuring adequate provision for current and future care requirements.
People
James Mann
Managing Director
Chartered Financial Planner with 15+ years' experience specialising in personal injury settlements. Formerly of Simpson Millar LLP, he provides expert witness services and develops financial strategies for vulnerable clients.
Nicola Hartley
Chartered Financial Planner
14-year industry veteran specialising in financial planning for legal settlements. Expert in workplace pensions compliance and support for court-appointed trustees managing personal injury trusts.
Questions
What financial services do you specialise in for personal injury cases?
We provide pre-settlement analysis, post-settlement financial planning, personal injury trusts, and investment strategies tailored to claimants' needs.
How do you ensure compliance with regulatory standards?
We maintain FCA authorisation (registration number 589130) and adhere to professional chartered standards through continuous qualifications.
Can you assist with court-appointed financial roles?
Yes, we support deputies in Court of Protection cases and trustees managing personal injury trusts with investment strategies.
What makes your approach different from other financial advisers?
Our specialist focus on vulnerable clients combines technical expertise with compassionate service and transparent fee structures.
Do you offer nationwide services?
While based in Leeds, we provide financial planning services to clients throughout the UK.
