FAQs
Flexible Strategies for IFAs

FAQs

An IFA firm run by experienced IFAs who share your vision and put clients first.
We are fully independent.
No - we've worked with firms as far apart as North Yorkshire and Brighton.
Yes - we always feel a 'meet the team' visit should be an important part of joining Nexus IFA.
All clients are novated on sale so technically they then belong to Nexus IFA.

However, with our annuitisation option if you wish to maintain a relationship with existing clients then that is absolutely fine.
We have a great administrative team based in our Bridgwater offices, consisting of experienced paraplanners and administrators.
We have a Novations desk which is there to support the whole process, and together with our Network is responsible for the vast majority of the work involved.
All contracts are designed to offer you support and protection as we see our relationship with you as an ongoing one.
A Nexus IFA adviser, fully qualified and regulated, is always responsible for any future advice.

If the annuitisation option is chosen, your role is more client liaison but only if you wish to maintain any client relationship.
We have a client contact and service system backed up by our regular emails and newsletters.
We are a fun team, our Christmas Parties are legends in their own lifetime, we usually organise a summer event too, and we also have an annual Golf Day!
Contact Nexus