Independent Financial Adviser - Plymouth

Local Independent Financial Advisor

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


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


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


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


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


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




About Plymouth


Plymouth is a city situated on the south coast of Devon, England, approximately 37 miles south-west of Exeter and 190 miles west-south-west of London. Enclosing the city are the mouths of the river Plym and river Tamar, which are naturally incorporated into Plymouth Sound to form a boundary with Cornwall.

It is the second-largest city in the South West, after Bristol, and because of its coastal location, the economy of Plymouth has traditionally been maritime, in particular the defence sector. Plymouth's economy remains strongly influenced by shipbuilding and seafaring including ferry links to France and Spain, but has tended toward a service-based economy since the 1990s. It has the largest operational naval base in Western Europe, and is home to the University of Plymouth.

The A38 dual-carriageway runs from east to west across the north of the city. Heading east, it connects Plymouth to the M5 motorway about 40 miles away near Exeter; and heading west it connects Cornwall and Devon via the Tamar Bridge.




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.