About Nexus
Nexus was set up by Directors Phil Frapple and Chris Rigby to provide high quality, clear, friendly, independent financial advice to clients.
Based in Bridgwater, Somerset, we have expanded since the practice was founded back in 1999. We now have advisers and clients right across the UK, providing a local service in the comfort of your own home. We have though still retained our ethos of providing clear friendly advice, as well as many of our original clients who continue to use and recommend our services to others.
We have developed within our team of advisers and paraplanners a high level of expertise particularly in investment and retirement planning.
At Nexus we provide a personalised service to help take the hassle out of finding the right policy, investment, or mortgage. By offering independent impartial advice our clients benefit from access to the broadest range of products and services available from the whole of the marketplace. All clients receive a free initial consultation, and are provided with clear information. We're also always happy to explain anything which isn't immediately clear.
Whatever your financial concern, whether it's investments, mortgages, retirement income, or protecting your family or lifestyle, our advisers have the knowledge and experience to find you the most suitable solution to help you achieve your financial goals.
Our Directors
Phil Frapple
Director
Investment Committee Member
Independent Financial Adviser
Based in Bridgwater
Our Advisers
Paul Allen
Independent Financial Adviser
Paul is based in Bristol providing advice on all aspects of financial planning, including mortgages, investments, retirement and protection planning.
Profile
Steve Sycamore
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
Profile
Andy Stevenson
Independent Financial Adviser
Investment Committee Member
Andy is based in Wiltshire and provides advice on all aspects of financial planning, including investments, retirement and protection planning.
Profile
Neal Smith
Independent Financial Adviser
Neal is based in Somerset and provides advice on all aspects of financial planning, including investments, retirement and protection planning.
Profile
David O'Hare
Independent Mortgage Adviser
David is based in Somerset, covering the South-West, and provides advice on all types of mortgages and all aspects relating to protection planning.
Profile
Our Admin Team
Liz McCarthy
Office Manager
Liz has been in financial services for more than 20 years and is responsible for the organisation of office operations & procedures.
Emma Rawle
Head of Admin & Accounts
Emma has a HND in Business Studies and is responsible for the administration of accounts & commissions.
David Gwilliam
Head of Client Services
David is a qualified Chartered Financial Planner with over 30 year experience in financial services.
Emma Cox
Head of Paraplanning
Emma has a number of qualifications and over 20 years experience in Financial Services.
Lucy Munro-March
Paraplanner
Lucy plays a vital role liaising with our IFAs & holds the Diploma in Paraplanning (DipPP) professional qualification.
Caitlain Moreau
Paraplanner
Caitlain joined Nexus at the end of 2021 and has since gained her level 4 Diploma in Paraplanning (DipPP) qualification.
Charlie Dyer
Paraplanner Support
Charlie joined Nexus in 2021, working as receptionist then a Case Manager, before moving up to support the paraplanning team.
Barbara Ecclestone
Adviser Support
Barbara works alongside our IFAs to ensure smooth efficient communication with clients and providers.
Chloe Chadwick
Case Manager
Chloe has a Diploma in Business Administration & previous experience working in a solicitor's and an estate agency.
Viktorija Martutaite
Case Manager
Viktorija joined as a receptionist before moving up to Case Manager as her finance industry knowledge advanced.
Sarah Weller
Case Manager
Sarah has worked in financial services for a number of years, joining the Nexus team in Summer 2023.
Tracy Palmer-Lock
Receptionist Administrator
Tracy is the first point of contact for clients & advisers, taking calls and dealing with the post plus general office support.
Sophie Barham
Administrator
Sophie joined Nexus in Autumn 2024. This is her first administrative role since finishing college.
Martyn French
Admin Support
Martyn has worked in financial services for more than a decade, originally joining the Nexus team in 2013.
What our clients say
Providing a good service is important to us, so we're always delighted to receive positive feed back from our clients. Here's what some of them have to say about us.
Nexus IFA Ltd, 2-4 York Buildings, Cornhill, Bridgwater, Somerset, TA6 3BS
Tel: 01278 439494 | Email: office@nexusifa.co.uk
Reg. in England & Wales No. 07542873 | Reg. Office as above.
Nexus IFA Ltd is an Appointed Representative of The Whitechurch Network Limited trading as In Partnership which is authorised and regulated by the Financial Conduct Authority.
The information contained within this website is aimed at UK residents and is for guidance only.
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