Dune Financial Planning

At Dune Financial Planning Ltd, we pride ourselves on being a specialist independent financial planning company, providing tailored advice to recipients of clinical negligence and personal injury settlements. Our team is dedicated to providing a personable and approachable service, ensuring that our clients' financial planning needs are carefully considered and expertly advised. As an independent financial planner, we are able to provide completely unbiased advice from the whole of market when recommending suitable financial planning solutions.

Our Services

As independent financial planners, we provide a comprehensive range of services to our clients. We work closely with claimants' legal teams to provide pre-settlement advice on the structure of the settlement to be awarded. Once a case has settled, we advise claimants, together with their trustees or deputies, on a bespoke financial plan for the future. Our services include:

• Pre-Settlement Services: We work closely with the claimant's legal team, including expert witness reports and attendance at settlement meetings. We also analyse offers and provide advice on the structure of the settlement.
• Post-Settlement Services: We advise on a bespoke financial plan for the future, taking into account the claimant's specific needs and goals.

What We Offer

At Dune Financial Planning Ltd, we offer a range of financial planning services, including:

• Investment Planning: Our investment planning services take into account the claimant's specific financial goals and risk tolerance.
• Financial Advice: Our expert financial advisers provide completely unbiased advice from the whole of market when recommending financial planning solutions.
• Financial Planning Budgeting: We help claimants budget their finances and forecast their cash flow to ensure their settlement lasts for their lifetime.

Our Team

Our team of expert advisors is dedicated to providing the highest level of service to our clients. Our team includes:

• James Mann: Managing Director and Chartered Financial Planner
• Nicola Hartley: Chartered Financial Planner and Adviser

Testimonials

We have been fortunate to receive excellent feedback from our clients, including testimonials from Alan Smith, Nicholas Yell, and Mrs A Hargrave.

About Dune Financial Planning

Dune Financial Planning Ltd is a specialist independent financial planning company, providing tailored advice to recipients of clinical negligence and personal injury settlements. We are driven by our commitment to providing a personable and approachable service, and our specialist expertise in this area ensures that our clients receive expert advice that is tailored to their specific needs.