Welcome. We provide trusted financial advice and wealth management services.
Whether you are an entrepreneur, individual, or acting on behalf of a family or business – we are here to help you navigate life’s peaks and troughs.
We take time to carefully understand your aspirations, legacy and retirement plans.
Why contact Nelson Life?
- We offer you flexibility, innovation and access to the leading financial products available.
- Professionally qualified (see below).
- Celebrating 20 years experience.
- We offer you transparent, competitive fees and charges on your pensions, investments and protection products.
- We can source solutions from the widest range of trusted product providers – Nelson Life are agent to 20 providers including ; AVIVA Life & Pensions, AVIVA Health Insurance, BCP Asset Management, BES Management Limited, BlackBee Investments, Cantor Fitzgerald / Dolmen Stockbrokers, DAVY select, Independent Trustee Company Limited, Irish Life / Canada Life Ireland, KBC Bank Ireland plc Investments, KBC Bank Ireland plc Deposits, Friends First, New Ireland Assurance, PIBA Network Mortgages (KBC Bank Ireland, Haven/AIB Bank & PTSB), PTSB Deposits, Royal London Assurance / Caledonian Life, Standard Life, Wealth Options & Zurich Life & Pensions.
- We can take responsibility for all your existing financial policies, investment and pension portfolios.
- Our annual financial health check, risk profiling and policy review will ensure you have the best value for money financial contracts.
- We are available to meet outside business hours.
- Many of our clients are happy to recommend us to close friends, family and colleagues.
Rory Nelson professional qualifications include : QFA, FLIA, Pension Trustee Practitioner (PTP), UCD Specialist Diploma in Wealth Management, UCD Professional Certificate in Stockbroking, UCD Professional Certificate in Asset Management, CFP module – Tax & Estate Planning, Pensions Diploma, Mortgage Advice Diploma, UCD Certificate in General Insurance & BA degree in Accounting & Finance.
Thank you. You can contact us through our contact page linked below or at 091 44 11 88 OR firstname.lastname@example.org
Nelson Life, talk to us about investments, pensions, savings, life insurance and financial planning.