NEXUS IFA - Key Persons
Job Titles:
- Member of the Admin Team
- Adviser Support
Barbara works alongside our IFAs to ensure smooth efficient communication with clients and providers.
Job Titles:
- Member of the Admin Team
- Trainee Paraplanner
Caitlain joined Nexus at the end of 2021 and has since gained her level 4 Diploma in Paraplanning (DipPP) qualification.
Job Titles:
- Member of the Admin Team
- Paraplanner Support
Charlie joined Nexus in 2021, working as receptionist then a Case Manager, before moving up to support the paraplanning team.
Job Titles:
- Case Manager
- Member of the Admin Team
Chloe has a Diploma in Business Administration & previous experience working in a solicitor's and an estate agency.
Job Titles:
- Director
- Director / Independent Financial Adviser
- Independent Financial Adviser
Chris has worked in the Financial Services Industry since 1991. He worked for eight years running a local Life and insurance agency for a national life company, before forming Nexus in 1999 with his business partner Phil.
Job Titles:
- Head of Client Services
- Member of the Admin Team
- Chartered Financial Planner
David is a qualified Chartered Financial Planner with over 30 year experience in financial services.
Job Titles:
- Member of the Admin Team
- Head of Admin & Accounts
Emma has a HND in Business Studies and is responsible for the administration of accounts & commissions.
Job Titles:
- Accounts Manager
- Director
- Finance
Fran is responsible for the financial administration of the company. She works closely with the finance team using her experience to ensure good working practice and management of the accounting systems. She oversees all the company's transactions and payroll.
Job Titles:
- Member of the Investment Committee
- Independent Financial Adviser
- Independent Financial Adviser / Investment Committee Member
Harry is based in Bridgwater and mainly covers the Somerset & Wiltshire areas. He provides advice on all aspects of financial planning including mortgages, protection planning & investments.
Harry gained his Diploma for Financial Advisers (Dip.FA) in 2018 after 2 years of training with Nexus. He also holds the Certificate in Mortgage Advice & Practice (CeMap), and is a Member of the London Institute of Banking & Finance (MLIBF). When not working Harry is a keen Golfer.
Harry's professional qualifications include:
Diploma for Financial Advicers (Dip.FA)
Certificate in Mortgage Advice & Practice (CeMap)
Statement of Professional Standing (SPS)
Harry works out of the Bridgwater office, advising on all aspects of financial planning including mortgages, protection planning & investments.
Job Titles:
- Member of the Investment Committee
- Independent Financial Adviser / Investment Committee Member
John is based in Somerset, and provides advice on all aspects of financial planning, including investments, retirement & protection planning.
Job Titles:
- Case Manager
- Member of the Admin Team
Kirsty's many years of experience in financial services ensures new business is processed to high standards.
Job Titles:
- Business Relationship Manager
- Director / Business Relationship Manager
Lisa plays a key role in ensuring the smooth running of the business. Working closely with the administrative team, one of her main responsibilities includes liaising with Life, Pension and Investment companies.
Job Titles:
- Member of the Admin Team
- Office Manager
Liz has been in financial services for more than 20 years and is responsible for the organisation of office operations & procedures.
Job Titles:
- Member of the Admin Team
- Paraplanner
Lucy plays a vital role liaising with our IFAs & holds the Diploma in Paraplanning (DipPP) professional qualification.
Job Titles:
- Member of the Admin Team
- Member of the Investment Committee
- Head of Paraplanning / Investment Committee Member
Marcus has worked in financial services since 2017 & holds the Diploma in Paraplanning (DipPP) professional qualification.
Neal has worked in financial services for many years and is updating his qualifications to obtain his DipPFS.
Job Titles:
- Independent Financial Adviser
Paul is based in Bristol providing advice on all aspects of financial planning, including mortgages, investments, retirement and protection planning.
Job Titles:
- Director
- Member of the Investment Committee
- Director / Investment Committee Member
Phil has worked in the Financial Services Industry since 1990. He worked for many years as a sales manager for a leading national life company, before he set up the Nexus practice with his business partner Chris in 1999.
Job Titles:
- Independent Financial Adviser
Ruth is based in Essex and provides advice on all aspects of financial planning, including investments, retirement and protection planning.
Job Titles:
- Case Manager
- Member of the Admin Team
Sarah has worked in financial services for a number of years, joining the Nexus team in Summer 2023.
Job Titles:
- Independent Financial Adviser
Steve is based in Exeter, and provides advice on all aspects of financial planning, including mortgages, equity release, investments, retirement and protection planning.
Job Titles:
- Administrator
- Member of the Admin Team
- Receptionist
Tracy is the first point of contact for clients & advisers, taking calls and dealing with the post plus general office support.
Job Titles:
- Case Manager
- Member of the Admin Team
Viktorija joined as a receptionist before moving up to Case Manager as her finance industry knowledge advanced.