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.
Model how a settlement could support your future — get a clearer picture of your long-term financial plan.
Get to know the client and their case
Establish the financial objectives and risk profile
Construct a financial planning strategy
Implement the recommendations
Review and monitor
Dune Financial provide independent financial advice over all aspects of financial planning.
We work closely with the claimant's legal team providing pre-settlement advice on awarded settlements.
We have particular expertise advising recipients of legal settlements due to personal injury and medical negligence.
Specialists in advising vulnerable individuals, including those with an acquired brain injury, who have been through a life changing event.
Investment planning regarding damages settlements & consideration of a Personal Injury Trust.
As independent financial advisers, we provide completely unbiased advice from the whole of market when recommending solutions.
We work with the claimant's legal team, including expert witness reports and attendance at settlement meetings.
As qualified specialists, the more complex aspects of financial planning such as Periodical Payments Vs Lump sum are in safe hands.
Budgeting expenditure and cash flow forecasting to ensure the settlement lasts for the claimant’s lifetime.
Workplace pension advice when employing carers. Our head office is in Leeds, but we can meet clients in locations throughout the UK.
Managing Director Independent financial advice for recipients of medical negligence and personal injury awards.
Chartered Financial Planner Nicola specialises in providing financial planning advice to recipients of legal settlements.
