Wealth & investment advice
When saving, we all want our money to work for us - whether its saving for your retirement, for children's education or for something special.
At Nelson Life we want to assist you invest your money, so you can plan ahead.
Our investment plans are flexible and designed to meet your changing needs. So whatever your investment goals, we can structure an investment portfolio tailored to for you:
Choice
We can create a diversified investment portfolio specific to your needs. Enjoy access to the widest range of international investment managers, across all major asset classes, from deposit and fixed interest funds to equity, property and absolute return funds.
Flexible investment options
You can choose when to add or make withdrawals from your investment. Please note in certain circumstances there may be restrictions on when you can switch or access your funds (e.g. property funds).
Growth and making money work harder
We always aim to find investment opportunities for your money by providing access to world leading investment managers.
Risk versus return
Your attitude to risk is probably the most important factor affecting the funds you choose and you will need to decide how much risk you are prepared to take with your money. All investments involve an element of risk.
Higher risk investments tend to have more sudden, short term negative changes in value. This may not suit you.
Access to your money
You may want to take a regular income from your investment or have the option to take money out when you need it. We will take time to discuss your income needs and it may be more appropriate to leave money required for the shorter term on deposit. Nelson Life have access to leading deposit rates.
If you need to have immediate access to your investment, some funds such as property funds may not be suitable for you. These funds may have restrictions on when and how you can access your money. For example, in the past some funds have had a moratorium of up to 6 months plus imposed.
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.