Nexus Independent Financial Advisers Limited

Independent Financial Adviser  42-44 West Street, Fareham, Hampshire, PO16 0JN
First meeting at adviser's own cost
Nexus is committed to providing expert financial advice today, and as life evolves - interpreting financial services for all.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Kerry Nelson DipPFS (DM)
Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

What our clients say
Now well into ‘retirement’, having known Kerry (Nelson) for many years and particularly since my husband died, I am extremely pleased I made the decision to ask Kerry to ‘look after’ my investments and other matters. I have no hesitation in recommending Kerry and her extremely qualified, confident, helpful and friendly team to give qualified opinions and individual advice relating to money matters and investments etc. and always taking into account my requests, requirements, current situation and options for risks etc. Kerry and her Team are easy to contact, friendly and will investigate and discuss any enquiries and quick to respond. Please take time to read their informative regular Newsletters and you will appreciate their knowledge, up to date information and interest in all aspects of local and world matters. Long may Kerry and her Team continue.
J, Norfolk
I have been with Kerry Nelson and Nexus now for three years and have never received anything less than top notch service. I am pleased that there is some industry recognition for Kerry and her team of superb staff. And the tea and coffee service is second to none!
M Bennett, Hampshire
Kerry is the most honest, trustworthy and professional person. We have known her for nine years and admire her tenacity, commitment and success. We would recommend her unreservedly.
S Swan, Hampshire
About us

We're committed to providing you with expert financial advice, not only today, but over the long term and your life evolves and your financial priorities alter. We aim to demystify the financial services industry and interpreting their jargon into a language we can all understand.

Our services

“Nexus” means a connection and that is what we pride ourselves on - the strong connection between our advisers and our clients, providing the highest quality of advice delivered in a clear, concise and easily understood way.

Investment is our passion – Our investment team is made up of well known industry figures with time served experience and expertise to deliver our core investment strategy, designed and implemented in house, with the aims and objectives of our clients at its heart.

Our core areas of advice are Investment Management, Pensions and Estate Planning.

Where to find us
Head office address: 42-44 West Street, Fareham, Hampshire, PO16 0JN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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