About us
Since then, Nelson Dean Associates have kept pace with the tremendous changes within the Financial Services sector. We have historically provided independent advice to clients of other professions and are therefore well used to working closely with clients other professional advisers.
Our statement of policy:
As well as the three Directors of Nelson Dean Associates Limited who continue to advise clients, there are three further advisers, together with seven administrative staff. All of the advisers have a minimum level of professional qualification and this also applies to some of the administrative staff.
As a matter of principle, we have never elected to handle clients investment monies directly, which effectively prevents unauthorised or concealed investments taking place. In practice, most of our clients wish to adopt a cautious balanced strategy in relation to investment and other products, but we do however maintain close contacts with leading financial institutions and the more speculative investor can still feel comfortable with our service.
In the past, firms like ours, providing independent financial advice have drawn most of their income from commission, paid by the product providers. For many of our clients this is still the most popular way of paying for advice. However, others feel that this system is incompatible with a professional approach, and as an alternative, therefore, we are happy to offer our services on a fee basis. This would mean that we would either waive our entitlement to commission or rebate it against our fees. This option is available to all clients.
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