Independent Financial Adviser - Exeter

Local Independent Financial Advisor

Nexus IFA are independent financial advisers covering the Exeter 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 Exeter such as ISAs, Portfolio planning, Fund & Share accounts, Investment Trusts & Bonds

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

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

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

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

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

About Exeter

Exeter is a cathedral city in Devon, England. The city is located on the River Exe approximately 36 miles northeast of Plymouth and 65 miles southwest of Bristol. It is the county town of Devon. Both the Devon and Cornwall Constabulary and the Devon and Somerset Fire and Rescue Service have their headquarters in Exeter.

Although Exeter contains a number of tourist attractions, the city is not dominated by tourism. The Met Office is one of the largest employers in the area, together with the University of Exeter, Devon County Council and the Royal Devon and Exeter NHS Foundation Trust. The city centre provides substantial shopping facilitie, and Exeter has been identified among the top ten most profitable locations for a business to be based.

Exeter is considered to be a rail hub within the south-west and is linked to most branch lines in Devon, including to Paignton, Exmouth, Barnstaple and Okehampton. This makes it possible to reach most stations in Devon directly from Exeter St Davids.

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.