Specialist referral: The referred partner provides any advice, not Nestwell.
What we can explore
- What you mean by “investment insurance”
- Investment risk versus insurance protection
- Product availability and the legal scope of advice
- Whether a specialist referral is appropriate
Questions you may have
Do you give personalised investment recommendations?
Investment advice is provided by an appropriately qualified referral partner, not as Nestwell’s core personal-insurance advice. We can first help clarify the type of question you would like a specialist to answer.
Can a referral help with long-term savings or investments?
Yes. We can arrange an introduction to discuss savings priorities, time horizons, investment risk and the products that may be relevant within the specialist’s approved scope.
Are investments protected against market falls?
Investments can rise or fall in value and generally do not provide a guaranteed outcome. A qualified specialist can explain product features, risks and the difference between investment products and insurance.
How we work
Tell us what sort of specialist you would like to speak to. We can make an introduction and the partner will confirm the scope, terms and disclosures of any advice.
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