Investment management planning and strategies
Whether you are saving for the future or looking to establish a new company pension scheme, Nelsons’ independent financial advisers can provide you with advice and guide you through the options available.
Our independent financial advisers work with individuals and businesses to help safeguard their financial future. Our dedicated team help their clients throughout the entire decision making process.
We are one of the largest law firm providers of independent financial advice in the East Midlands, authorised and regulated by the Financial Conduct Authority. With more than 25 years’ experience in looking after clients’ investments, our team of advisers help clients make the right decisions.
How our independent financial advisers can help
We provide a broad range of financial advice to our clients across the UK. We offer investment advice on financial strategies and planning, including:
- Full investment management services
- Cash flow modelling to plan for the future
- Inheritance Tax
- Planning for issues later in life, such as long-term care
- Tax issues
- Life insurance
- Specialist pension services, including group schemes and executive pension plans
- Creating a Will
- Corporate financial services
- Investment management for charities
We select investment portfolios which are tailored to our clients’ objectives and our advice is always unbiased and specific to your circumstances.
On-going financial support
As part of our services, our team offers a full investment management option with ongoing support to manage your investments.
As part this service, you will be entitled to regular investment reviews and reports on your investments, as well as advice about tax-efficient ways of achieving your objectives.
You will also benefit from the quarterly research carried out by Nelsons’ Investment Committee, which researches and reviews the firm’s asset allocation models and fund selections to best support clients’ portfolios.
"The team is friendly, knowledgeable and efficient. They have always answered queries promptly."Client Feedback
"There is excellent communication with all members of the team. If one is off then always someone to help."Client Feedback