Specialists in advising vulnerable individuals, including those who have suffered an acquired brain injury, who have been through a life changing event.
Having worked on behalf of claimants and their legal teams for over a decade, we are specialists in advising vulnerable individuals who have been through a life changing event. We understand the complexities of providing a suitable financial plan that ensures the claimant’s settlement is safeguarded and designed to meet both immediate and future needs. Our advisers construct their recommendations with the best interests of the claimant at the centre of everything they do providing the claimant, their family and representatives with the peace of mind required to move forward after a settlement has been awarded.
We specialise in the following
Provision for immediate and future needs
Peace of mind that the settlement is protected and safeguarded
A financial plan that is regularly reviewed and remains relevant to the client's circumstances, objectives and approach to investment risk
A consistent and well managed approach to financial planning
We understand that recipients of legal settlements may be vulnerable to exploitation, or find dealing with a substantial financial settlement stressful and confusing. Where this is the case, we ensure a team of individuals is involved to assist — whether a litigation friend, appointed professional or lay trustees, deputies, or family members. In addition to supporting all types of vulnerable clients, our advisers specialise in advising individuals who have suffered an acquired brain injury (ABI) and their representatives. Our advice process is tailored to ensure clients feel comfortable and unpressured, which is why we do not charge any upfront fees and offer as many meetings as required. Once initial advice is undertaken, clients receive regular, ongoing contact with their adviser and the Dune Financial Planning team.
