Independent Financial Adviser - Yoevil

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


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


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


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


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


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




About Yoevil


Yoevil is a town on the river Yeo close to Somerset's southern boundary with Dorset, 130 miles from London, 40 miles south of Bristol, 6 miles from Sherborne and 30 miles from Taunton.

Yeovil was first mentioned in a Saxon charter dated 880 as Gifle. This name derives from the Celtic river-name 'gifl' meaning "forked river". The River Yeo is also known as the River Ivel (also derived from the Celtic river-name gifl). The name Yeo appears to have been influenced by Old English ēa meaning 'river'. Yeovil is known in Thomas Hardy's Wessex as "Ivell".

During the 1800s Yeovil was a centre of the glove making industry and the population expanded rapidly. In the mid-19th century it became connected to the rest of Britain by the Great Western Railway line. In the 20th century it developed into a centre for the aircraft and defence industries, a reputation which lived on into the 21st century despite attempts at diversification, and the creation of numerous industrial estates. The principal employer is the aviation group AgustaWestland. Additionally, the Fleet Air Arm has a station, RNAS Yeovilton (HMS Heron), one of the Royal Navy's two principal air bases, several miles north of the town, and the Ministry of Defence is a major local employer.




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.