Nelsons Solicitors Limited (Part of Lawfront)

Investment Management

Partner & Independent Financial Adviser. His areas of specialism include investment advice for individuals, trustees, deputies and attorneys; advice on long-term care; life insurance advice; pensions and retirement planning; investment fund research and analysis; cash flow modelling.

AEGON Scottish Equitable; Nelsons since 2008.

- Chartered Insurance Institute (CII) Diploma in Finance Planning (Dip.PFS);
- CII CF8 Award in Long Term Care
- J10 Discretionary Investment Management
- Qualified Member of the CII
- Qualified Member of the Personal Finance Society
- Member of SIFA (Solicitors Independent Financial Advisers)
- Statement of Professional Standing Issued by CII

Minster School, Southwell; Chartered Insurance Instatitue (CII) - Diploma in Financial Planning; Chartered Insurance Instatitue (CII) - J10 Discretionary Investment Management