Trusted financial advice

It is a good idea to regularly review your financial plan.This helps make sure that everything is up to date and give you peace of mind that all risks and eventualities are protected.Whether its marriage, birth, change of job, new business, retirement or any of a number of other life events, these can have an impact on your financial goals.Nelson Life has access to all leading providers and we can collate all your existing policies under our portfolio management system.Making it easier for you to track.Nelson Life provides bespoke financial advice that is

  • Based upon long term experience

  • Trusted and clear

  • Access to all leading and strongest providers and life assurance companies

  • Provided by highly qualified professionals

Our process covers core area

  • Life Insurance planning

  • Investment and Saving

  • Pension planning

  • Succession and Estate Planning

We will ensure you that our service is efficient.

We can facilitate meetings at our office, your home or your workplace.

Want to know more? We are available to discuss your options, and we look forward to hearing from you.

Our job is to help you choose a product and structure that will help you meet your goals.

telephone | 091441188 and/or email | office@nelsonlife.ie

RETIREMENT & PENSIONS |  INVESTMENTS | FINANCIAL PLANNING | LIFE INSURANCE

Nelson Life Limited trading as Nelson Life is regulated by the Central Bank of Ireland.

WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice. 

Previous
Previous

Attention Defined Benefit Scheme Members.

Next
Next

EUR 3,000 Small gift tax exemption