Local Independent Financial Advisers

Nexus IFA are independent financial advisers covering the Yeovil 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.

Free Consultation
Your intial consultation is completely free. Enjoy the freedom of discussing your circumstances with a qualified professional adviser without charge or obligation.

No Hidden Fees
Our fees are clearly explained at the outset and no chargeable work is carried out without your agreement. Your adviser will provide you with our Client Agreement and 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 Yeovil such as ISAs, Portfolio planning, Fund & Share accounts, Investment Trusts & Bonds




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




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




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




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

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

About Yeovil

Yeovil* 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.

*History & facts contained on our local pages are gathered from Wikipedia, the free online encyclopedia.

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.

A lifetime mortgage may affect your entitlement to state benefits and will reduce the value of your estate. Think carefully before securing other debts against your home. To understand the features and risks, ask for a personalised illustration. A mortgage is a loan secured against your home or property. Your home may be repossessed if you do not keep up repayments on your mortgage. Tax Planning is not regulated by the Financial Conduct Authority.