Independent Financial Adviser - Somerset

Local Independent Financial Advisor

Nexus IFA are independent financial advisers based in Bridgwater, Somerset, with our Advisers supporting clients throughout the county. All our 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 without charge. 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 Somerset such as ISAs, Portfolio planning, Fund & Share accounts, Investment Trusts & Bonds


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


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


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


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


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




About Somerset


Somerset is a county in South West England which borders Gloucestershire and Bristol to the north, Wiltshire to the east, Dorset to the south-east and Devon to the south-west. It is bounded to the north and west by the Severn Estuary and the Bristol Channel, its coastline facing southeastern Wales. Its traditional border with Gloucestershire is the River Avon.

Somerset is a rural county of rolling hills, the Blackdown Hills, Mendip Hills, Quantock Hills and Exmoor National Park, and large flat expanses of land including the Somerset Levels. The largest urban areas in terms of population are Bath, Weston-super-Mare, Taunton, Yeovil and Bridgwater. Other Somerset towns include Axbridge, Burnham-on-sea, Castle Cary, Clevedon, Crewkerne, Dulverton, Frome, Glastonbury, Highbridge, Ilminster, Keynesham, Midsomer Norton, Minehead, Nailsea, Portishead, Radstock, Shepton Mallett, Wellington, Wells, Weston-super-Mare, and Wincanton.



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.