Investment management planning and strategies
At Nelsons, our specialist team of Independent Financial Advisers in Derby, Leicester and Nottingham work with individuals and businesses across the UK to help safeguard your financial future. Our dedicated team help you throughout the entire decision-making process, helping you make the right decisions for your circumstances.
We are one of the largest law firm providers of independent financial advice in the UK and are authorised and regulated by the Financial Conduct Authority.
How our independent financial advisers can help
Our Independent Financial Advisers provide a broad range of investment advice on financial strategies and planning, including:
- Full investment management services
- Environmental, social and governance investing
- 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
- Investment advice for Personal Injury Trusts
We select investment portfolios that are tailored to your objectives and our advice is always unbiased and specific to your circumstances.
On-going financial support
As part of our service, our team offers a full investment management option with ongoing support to manage your investments. 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 our investment committee, which researches and reviews our asset allocation models and fund selections to best support your investment portfolios.
If you would like more information on how our expert team of Independent Financial Advisers can help you, please contact us via our online enquiry form or call 0800 024 1976 for a guaranteed response.
"The team is friendly, knowledgeable and efficient. They have always answered queries promptly."Client Feedback
"Nelsons Solicitors Limited has an extensive offering, with practitioners having experience of trust administration, Court of Protection work, investment management, wills and probate. A key feature of the practice is its innovative, online wills service."Legal 500
"There is excellent communication with all members of the team. If one is off then always someone to help."Client Feedback