Dune Financial Planning Ltd
About Dune Financial Planning Ltd
Dune Financial Planning provides specialist independent financial advice to recipients (and their representatives) of clinical negligence and personal injury settlements. We pride ourselves on being approachable and personable.
As independent financial planners we provide completely unbiased advice from the whole of market when recommending suitable financial planning solutions. The recommendations and service we provide is always centred around acting in our client's best interests.
We have a breadth of experience in working closely the legal teams involved in the case, to provide expert witness and pre-settlement advice on the structure of the settlement to be awarded. Once a settlement has been awarded, we provide independent advice to provide a bespoke financial plan for the future. Being involved in the pre-settlement analysis allows us to have a comprehensive understanding of the individual’s needs and the background of the legal case enabling the financial advice to be tailored to their specific needs. Over 90% of our existing clients have a professional deputy or trustee appointed to manage their financial planning matters post settlement.
James has worked in the Financial Services Industry for over 20 years having previously read Economics at Newcastle University.
He is the managing director of Dune Financial Planning Ltd and a Chartered Financial Planner. James specialises in providing wholly independent financial advice to professional deputies and trustees who are managing a legal settlement on behalf of an individual, due to personal injury or clinical negligence. He also has extensive experience in working with families and their litigation team pre-settlement to provide advice on the structure of the settlement. He has over 15 years experience recommending and managing investment portfolios.
Nicola has worked at Dune Financial Planning and within the Financial Services Industry for over 17 years.
She is a senior Chartered Financial Planner who specialises in providing advice to individuals who have received a legal settlement either due to personal injury or clinical negligence. This involves working with Professional Deputies and Trustees. She regularly provides Pre-Settlement Expert Witness Reports and attends Round Table Meetings to assist legal teams with the settlement terms being negotiated on behalf of their clients. Nicola has recommended and managed investment portfolios on behalf of Professional Deputies and Trustees for over 10 years.
- Brain Injury
- Complex Adaptations
- Complex Disbility
- Spinal Cord Injury
- Young People