• NeXus Financial Planning....
  • 2-4 York Buildings, Cornhill
  • Bridgwater
  • Somerset
  • TA6 3BS
  • Tel: 01278 439494
  • Fax: 01278 439495
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Services we offer....

Nexus Financial Planning offers a range of services backed by knowledge, expertise and experience.  Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.


A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.


Protection Planning

The first place to start with financial planning is to protect what you already have, whether it be your family, your assets, your business or all three. Nexus Financial Planning will help you find cost effective ways of ensuring they are protected financially, through a thorough review of your financial needs and aspirations.

We can choose from the whole of the market for solutions that meet your needs including;

 
     Pensions                                      Life                              

Personal                                                          Critical Illness

Stakeholder                                                     Term Assurance

Pension Transfers                                         Whole of life

Annuities                                                          Mortgage protection

                                                                           Keyperson Assurance

Investments                                 Planning

Bonds                                                               Discretionary Will Trusts

Unit Trusts                                                       Gift and Loan Schemes

OEICs                                                               Loan Trusts

ISAs                                                                   Wills

Investment Trusts                                          

Discretionary Management

Insurance

Buildings Insurance

Contents Insurance

Mortgage payment protection insurance

Buy to Let Buildings & Contents

 

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1st time buyer mortgages

Remortgages

poor Credit History

ASU Insurance

B&C Insurance

Financial Advice

IHT Planning

Investment Planning

PENSIONS - SAVINGS - INVESTMENTS - MORTGAGES - LIFE ASSURANCE

BUILDINGS AND CONTENTS

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 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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