How does it work?

We will work with you to create your financial life plan, which will be built around you, your family, your work and your priorities.

Discovery - our first conversation is about getting to know you, your key goals, objectives and estimated timelines.

We will discuss and answer any question(s) in relation to our;

There is no obligation to purchase and all information you provide is private and confidential.

Identify your needs - we will then review the information and detail you have provided.

Agree your priorities - we will discuss your options, consider recommendations and solutions.

Implement advice - we will make specific product and/or service recommendations, agree terms, set-up costs and our remuneration.

unsplash-image-nWvWBV0sv04.jpg

How much does it cost?

Our fees are set out in our;

Before we commence any chargeable work we will estimate the amount payable and discuss your options.

We look forward to hearing from you.

What do you get?

You get a personalised report detailing your current financial status, and the steps needed to to help protect you and your family and planning ahead for the future.

About Nelson Life advisors

  • Advisors are highly qualified and have extensive professional experience.

  • Access to over 16 product providers.

  • Advisors complete a thorough and comprehensive training programme.

  • Access to tele-video-advisors who you can talk to you online.

  • All advisors receive continuous professional development.

Nelson Life is regulated by the Central Bank of Ireland for life and pensions.

Research has proven that those that engage with a professional advisor at least once a year are more financially confident.

  • More savings and investments.

  • More likely to have a retirement plan.

  • More financially protected in the event of illness, accident, diagnosis of a specified illness or even death.

  • More secure and confident about their future.

  • Higher annual savings, larger pension funds, wealth growth, adding considerably to your financial well being and helping you achieve your goals.

Source; Ireland (Standard Life report), UK (Unbiased/Standard life report), Australia (KPMG Econtech report) and Canada (CIRAMNO report).

Our Address

Dockgate, Dock Road, Galway, Ireland.

H91 V6RR.

Hours
Monday–Friday
8.30am–6pm

Phone
091 441188