Nexus IFA Ltd
13th August 2018
Independent Financial Advisers & Mortgage Brokers providing financial planning advice to individuals and businesses across the UK.
We can advise you on
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Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Small business
-
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
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Long term care
- Long term care
Meet our advisers
Phil Frapple
Director & Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Chris Rigby
Director & Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
John Piper
Financial Adviser - Bristol & South West
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Paul Allen Dip PFS CeMap
Financial Adviser - Bristol & South West
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Iain Teasdale Dip PFS
Financial Adviser - Plymouth
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
CF7 - Certificate in Lifetime Mortgages Activities (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Tony Menghini DipFA
Financial Adviser - Wiltshire
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
DipFA - Diploma for Financial Advisers (IFS)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Ruth Price
Financial Adviser - Essex
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Chris Ireson Dip PFS
Financial Adviser - Bristol & South West
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Geoff Smith
Financial Adviser - Exmouth & South West
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Steve Sycamore
Financial Adviser - Exeter
Qualifications & Accreditations
Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice (IFS)
This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
As always the staff at Nexus have excelled. A special thanks... for going the extra mile.
Clear concise financial advice. Exactly that! We did not feel swamped in financial language. We received just what we asked for, were not pushed into anything more. We felt we were understood for our personal needs. Would recommend this service.
We have been happy with the service provided and would not hesitate to recommend to friends & family.
Extremely happy with your services - am updated regularly, and have complete confidence in the handling of my monies invested with you.
A very professional service with excellent communication throughout. It made a daunting experience so easy.
Very pleased with your service.
Everything was explained to me very clearly so I knew exactly what was happening with my money.
Where to find us
About us
At Nexus we are committed to providing unbiased independent advice together with a high level of service to all of our clients. As independent financial advisers (IFAs) we are able to recommend products from the whole market, making sure you get the right product for your individual needs.
Nexus IFA advisers provide a range of services backed by their own personal knowledge and expertise, and with the assistance of a team of experienced paraplanners and administrators utilising the latest online systems.
Our services
One of our great strengths is the wide range of investment services and planning opportunities we offer clients. Greater choice enables us to demonstrate the impartiality of our advice because we are not constrained or influenced by the type of investment medium we can offer. As an organisation we are advice led, not product driven.
At Nexus our approach allows us to bring together the various strands of a client's wealth, define an agreed strategy, implement recommendations to meet the objectives, and monitor this proactively on a regular basis.
Similar advisers near you
Our core business aim is to provide our clients with valued financial ‘advice for life’.
We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
We are Chartered Financial Planners here to help you plan, manage and grow your personal finances.
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