Independent Financial Adviser - Bath

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Nexus IFA are independent financial advisers covering the Bath area. Our professional advisers are highly qualified, experienced, and regulated by the Financial Conduct Authority.


Nexus has built up an excellent reputation over 20 years, with many of our original clients continuing to use and recommend our services. We're proud of the supportive comments our clients feed back to us.

Our financial advisers are happy to meet with clients locally in the comfort of their own homes. We believe in providing clear friendly advice with 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.

Our fees are clearly explained at the outset, and all initial meetings are free. Your adviser will provide you with our Client Agreement and our Terms & Conditions, together with our About Our Services & Fees document, to give you an idea of any fees or costs which may be involved should you choose to proceed with any recommendation.


The following forms of advice are provided in your area:

  • Investment advice in Bath such as ISAs, Portfolio planning, Fund & Share accounts, Investment Trusts & Bonds


  • Savings advice in Bath such as Regular Savings Plans, School fees planning and ISAs


  • Pension advice in Bath including Personal Pensions, Retirement Planning and Annuities


  • Mortgage advice in Bath including remortgages, first time buyers, and equity release


  • Financial Protection in Bath such as Life Cover, Income Protection & Critical illness, and Keyman Protection


To arrange a free initial meeting with an independent financial adviser in the Bath area
please call us on 01278 439494 or complete our Enquiry Form




About Bath


Bath is the largest city in the ceremonial county of Somerset, England, known for its Roman-built baths. Bath is in the valley of the River Avon, 97 miles west of London and 11 miles south-east of Bristol. The city became a World Heritage site in 1987.

In the 17th century, claims were made for the curative properties of water from the springs, and Bath became popular as a spa town in the Georgian era. Georgian architecture, crafted from Bath stone, includes the Royal Crescent, Circus, Pump Room and Assembly Rooms where Beau Nash presided over the city's social life from 1705 until his death in 1761. Many of the streets and squares were laid out by John Wood, the Elder, and in the 18th century the city became fashionable and the population grew. Jane Austen lived in Bath in the early 19th century.

Theatres, museums and other cultural and sporting venues have helped make it a major centre for tourism, with more than one million staying visitors and 3.8 million day visitors to the city each year. The city has two universities – the University of Bath and Bath Spa University – with Bath College providing further education. Sporting clubs include Bath Rugby and Bath City F.C. while TeamBath is the umbrella name for all of the University of Bath sports teams.




RISK WARNINGS: The value of investments can go down in value as well as up, so you could get back less than you originally invest. It is therefore important that you understand the risks and commitments. This website does not provide personal advice based on your circumstances. If you are unsure about the suitability of an investment please contact us.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The tax treatment is dependent on your individual circumstances and may be subject to change in the future.

Your home may be repossessed if you do not keep up repayments on your mortgage.