Simpson Millar sells Leeds-based financial services arm to managing director

Simpson Millar sells Leeds-based financial services arm to managing director

Simpson Millar has sold its financial arm to its managing director, James Mann.

The sale of Simpson Millar Financial Services, for an undisclosed sum, will see the Leeds-based business renamed as Dune Financial Planning. The deal reflects Simpson Millar’s commitment to focussing on its consumer legal services business. Dune Financial Planning will continue to provide specialist advice on investing personal injury and clinical negligence settlements, and to other private client departments.

Greg Cox, managing partner at Simpson Millar said: “This disposal is part of the strategic plan for Simpson Millar to focus on core legal services activities. It remains business as usual at Simpson Millar.

“We wish James every success, and we look forward to continuing a strong working relationship with James and Dune Financial Planning in the future. ”

James Mann has been at the helm of Simpson Millar’s financial services department for over a decade – most recently as managing director when Simpson Millar Financial Services was authorised and regulated by the FCA in 2013.

He now plans to grow his client base further; in particular through referrals from other professionals in the clinical negligence, personal injury and private client field.

“I’m confident in Dune Financial Planning as a stand-alone brand,” said Mann (pictured below).

“Advising clients on how to invest their legal settlements is a niche area that benefits from real specialist advice and experience. It is a market I know well, and a service, which I know many solicitors in the field are happy to recommend to their clients, so I’m excited about the future.

“I have thoroughly enjoyed my time at Simpson Millar – working with colleagues across the personal injury, clinical negligence and private client departments. They are outstanding lawyers who also care deeply about securing their clients’ futures,” he added.

 

 

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Mark Dugdale

Mark is the Editor of Yorkshire Legal. Mark welcomes articles, letters or feedback from readers and can be reached by emailing mark.dugdale@barkerbrooks.co.uk