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.
By combining this know-how with enthusiasm and a personal touch we can offer you the best of both worlds, the wisdom of experience and a modern approach to delivering financial advice. When we set up Nexus in 2008, we were determined to use the opportunity to create a business focused on our clients, avoiding the mistakes made by some of our peers in the IFA sector where sometimes there has been too much focus on earning commission from the next sale.
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.
By combining this know-how with enthusiasm and a personal touch we can offer you the best of both worlds, the wisdom of experience and a modern approach to delivering financial advice. When we set up Nexus in 2008, we were determined to use the opportunity to create a business focused on our clients, avoiding the mistakes made by some of our peers in the IFA sector where sometimes there has been too much focus on earning commission from the next sale.
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.
Or perhaps it's time to start planning for the future - both your own and that of your loved ones.
Whatever the reason, your personal financial review is one of the specialities of Nexus.
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.
Or perhaps it's time to start planning for the future - both your own and that of your loved ones.
Whatever the reason, your personal financial review is one of the specialities of Nexus.
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.
Meeting compliance requirements and assisting compliance with any queries, you will work to support and improve group policies.
You will both support and be supported by our client servicing team.
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.
Meeting compliance requirements and assisting compliance with any queries, you will work to support and improve group policies.
You will both support and be supported by our client servicing team.
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.
Generally in the last few years, the Government has restricted what you can do, but planning now means you can leave more money to those you love.
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.
Generally in the last few years, the Government has restricted what you can do, but planning now means you can leave more money to those you love.
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.
The market and the deals available change almost day by day so it is definitely worth getting advice and letting us help you get the best deal.
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.
The market and the deals available change almost day by day so it is definitely worth getting advice and letting us help you get the best deal.
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.
A review will help you establish your goals and help ensure you are on course to meet them.
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.
A review will help you establish your goals and help ensure you are on course to meet them.
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