As one of the largest law firm providers of independent financial advice in the UK, Nelsons has been helping individuals, trustees and companies manage their investments for over 30 years.

We are authorised and regulated by the Financial Conduct Authority and manage more than £300 million.

Our specialist advisers develop financial strategies to preserve and maximise client’s income and savings, all with their plans in mind. We factor in the uncertainties that life can bring, and work with client to build investment solutions that meet their needs, providing a truly valued service.

Once we understand what they are trying to achieve, we create solutions to meet their goals and provide advice on the most tax-efficient ways to achieve them. By assessing current and future assets, alongside income and expenditure, we can create a plan for the future to help manage financial positions over the forthcoming years.

We’ve got all of the tools at our disposal to help plan for the future and 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
  • Financial planning for issues later in life, such as long-term care
  • Intergenerational wealth management
  • Trusts
  • Tax issues
  • Life insurance
  • Retirement financial planning
  • Specialist pension services, including group schemes and executive pension plans
  • Creating a Will
  • Corporate financial services
  • Financial advice for business owners and executives
  • Investment management for charities
  • Investment advice for Personal Injury Trusts