Independent Financial Adviser - Taunton

Local Independent Financial Advisor

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


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


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


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


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


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




About Taunton


Taunton is a large regional town in Somerset, England. Taunton has over 1,000 years of religious and military history, including a 10th century monastery and Taunton Castle, which has origins in the Anglo Saxon period and was later the site of a priory. The Normans then built a stone structured castle, which belonged to the Bishops of Winchester. The current heavily reconstructed buildings are the inner ward, which now houses the Museum of Somerset and the Somerset Military Museum.

Taunton is the site of Musgrove Park Hospital and Somerset County Cricket Club's County Ground and is home to 40 Commando, Royal Marines. Central Taunton is part of the annual West Country Carnival circuit. It hosts the Taunton flower show, which has been held in Vivary Park since 1866. The United Kingdom Hydrographic Office is located on Admiralty Way.




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.