• NeXus Financial Planning....
  • 2-4 York Buildings, Cornhill
  • Bridgwater
  • Somerset
  • TA6 3BS
  • Tel: 01278 439494
  • Fax: 01278 439495
"A highly experianced team providing support, advice, and service..."

 

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Who we are / Financial Advisor's…    

  

Phil Frapple - Partner / Director - Phil has worked in the Financial Services Industry since 1990. He worked for many years as a sales manager for a leading National Life Company before setting up his practice as a franchisee’ with Allied Dunbar in 1999 with his business partner Chris. In 2002 he became an Independent Financial Adviser working as a general practitioner, Phil also holds the Ce-MAP qualification that allows him to advise on mortgages and holds the Cert PFS qualification awarded by the Personal Finance Society. 

Chris Rigby - Partner / Director  - Chris has worked in the Financial Services Industry since 1991. He worked for eight years, running a local Life and Insurance agency for a National Life Company then, when looking for a fresh challenge, formed his practice in 1999 with his business partner Phil, as a franchisee’ with Allied Dunbar,  later taking the decision to become Independent in 2002. As an Independent Financial Adviser, Chris works as a general practitioner and holds the Mortgage Advice Qualification (MAQ), which permits him to advise on mortgages. He also holds the Cert PFS qualification awarded by the Personal Finance Society. It is a testament to the value placed in his advice that many clients have retained Chris’s services and continue to recommend him to friends, family and colleagues.

Who we are / Financial Administrative Staff….

 

Sharon Bridge - Practice Administrator and Personal Assistant - Sharon worked for many years within the Travel Industry before moving to a regional IFA practice progressing to a role of their administrative manager and holds the Financial Planning Certificate level 1. Sharon joined our practice in 2003 working closely with Phil and Chris as their assistant. In addition her role is to liaise with both clients and product providers putting her experiences and negotiating skills to good use. Over the years, Sharon has developed a very good relationship with our clients and is usually their first point of contact.

Kirsty Hill - Practice Administrator -

Fran Rigby - Partner / Director - Accounts Manager

Lisa Frapple - Partner / Director - Client Relationship Manager

 

 

 
 
 
 

Need help?...For a FREE initial discussion fill out our enquiry form and we're happy to answer any questions!! Alternatively, call us now on 01278 439494

 

 

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