Client Documents
Initial & Introductory Documents for Clients
View Other Client Forms
To complete & send any of our PDF forms to Nexus, simply follow these steps:
Step 1 – Click on the required form to open the document
Step 2 – Download & Save the form to your computer
Step 3 – Open & complete the forms as fully as possible
Step 4 - Save the form again once completed
Step 5 – Use Hightail (for secure document transfer) and follow the instructions on the screen to transfer a copy of the completed form(s) to Nexus.
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Refer a Friend
At Nexus we believe in building strong and long lasting relationships with our clients, by providing clear and concise financial advice. We think our clients value our advice and know we've helped to offer them some peace of mind with their financial affairs.
We also know though that there are many other people who can still benefit from good independent financal advice, so we're always pleased when clients refer their friends, family members or colleagues to us.
Refer a friend
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Nexus IFA Ltd, 2-4 York Buildings, Cornhill, Bridgwater, Somerset, TA6 3BS
Tel: 01278 439494 | Email: office@nexusifa.co.uk
Reg. in England & Wales No. 07542873 | Reg. Office as above.
Nexus IFA Ltd is an Appointed Representative of The Whitechurch Network Limited trading as In Partnership which is authorised and regulated by the Financial Conduct Authority.
The information contained within this website is aimed at UK residents and is for guidance only.
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