Nexus is a Hampshire-based, firm of independent financial advisers (IFAs) striving to build and maintain fair, honest and genuine relationships with our clients while delivering the most effective and appropriate financial solutions for their needs. The firm offers a complete range of financial solutions, tailored to meet the needs and objectives of a broad range of clients.
Our clients include low to middle-income earners, highly affluent individuals, families, partnerships, small and medium-sized businesses, and just about everyone in between. Although recently-established, Nexus' team boasts a wealth of industry experience, with our staff and advisers having worked with some of the biggest names in financial services.
Our clients include low to middle-income earners, highly affluent individuals, families, partnerships, small and medium-sized businesses, and just about everyone in between. Although recently-established, Nexus' team boasts a wealth of industry experience, with our staff and advisers having worked with some of the biggest names in financial services.
Services
Where are you at with your finances? Have you got a drawer or a file somewhere with various policies packed away? Are there a number of investment accounts lurking around the back bedroom or office somewhere? Maybe your circumstances have changed recently and you think you might want to reconsider the levels of protection you now need.
An opportunity has arisen within our company for an experienced individual to join our team as a Paraplanner. Your role will be to provide a full report writing service to our expanding team of IFAs including reviewing any existing holdings, research, report writing and provision of required key features and illustrations.
Are you worried about how much you will be able to leave to your family without having to pay a big chunk of money to the tax man? The first step is helping you understand how much you and your partner may be liable for. We can then consider ways to minimise any liability using a range of strategies from arranging trusts, taking out life insurance to making gifts and perhaps even spending some of your money now.
We have all read the headlines about banks being reluctant to lend and how difficult it is to get a mortgage if you are first time buyer. However, there are still great deals available especially if you have a reasonable amount of equity in your house. Even if you are seeking to help your children get on the housing ladder, there may be some deals available and a number of approaches you can take to helping them.
Have you got a handle on finances and your investments? Have you got a drawer full of old policies, pensions and investments in your office or your home? We will help you understand where you are now financially with a personal finance review and consider your existing arrangements, whether they are still appropriate to meet your needs or if they should be adjusted.
Reviews (8)
Andrew Larder
Oct 15, 2021
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Angela Atkinson
May 20, 2021
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We were recommended to Nexus in 2015 when Kerry and her team provided us with complex pension planning in a straightforward way. Since then and especially in 2020 we have felt confident that every care has been taken to safeguard our finances. However more importantly there has always been a personal touch with regular communication and a feeling that our needs are understood.
Terence Caie
May 14, 2021
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John Bucknall
Jan 29, 2021
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Jan Mrsh
Jan 21, 2021
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Kim & Martin Ellis
Jan 15, 2021
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Positive: Professionalism, Quality, Responsiveness
Both my husband and I were recommended by a colleague, and from day one, Nexus, Kerry and her team have looked after our pensions since 2019 of which 2020 has been a very complex year for everyone. We would highly recommend Nexus for their professionalism and understanding of our needs now and in the future.
Both my husband and I were recommended by a colleague, and from day one, Nexus, Kerry and her team have looked after our pensions since 2019 of which 2020 has been a very complex year for everyone. We would highly recommend Nexus for their professionalism and understanding of our needs now and in the future.
Carrie Hands
Oct 28, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I would strongly recommend this company to anybody with a little, or large, amount of money they need advice on. Despite market ups and downs I have still made more money than I have put in over the years. The advice is always sound and you are listened to which makes working together a pleasant experience.
I would strongly recommend this company to anybody with a little, or large, amount of money they need advice on. Despite market ups and downs I have still made more money than I have put in over the years. The advice is always sound and you are listened to which makes working together a pleasant experience.
Max Salsbury
May 09, 2020
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I would strongly recommend the reading of the regular financial bulletins and newsletters from Nexus. They give an impartial view not just on finances but on far broader global topics which impact all our lives.
In a world where we are bombarded by opinions, news and negativity; their material is well thought out and written in a format that is understandable, relevant, without bias and informative.
Well done guys and keep it up.
Max Salsbury.
In a world where we are bombarded by opinions, news and negativity; their material is well thought out and written in a format that is understandable, relevant, without bias and informative.
Well done guys and keep it up.
Max Salsbury.
