Investment management planning and strategies
At Nelsons, our specialist team of independent financial advisers in Derby, Leicester and Nottingham 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 UK and are authorised and regulated by the Financial Conduct Authority. With over 30 years’ experience in looking after clients’ investments, our team of independent financial advisers help clients make the right decisions for their circumstances.
How our independent financial advisers can help
We provide a broad range of financial advice to our clients across the East Midlands and 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 service, our team offers a full investment management option with on-going 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 our investment committee, which researches and reviews the firm’s asset allocation models and fund selections to best support clients’ 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
"There is excellent communication with all members of the team. If one is off then always someone to help."Client Feedback