About Nexus


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Nexus was set up by Directors Phil Frapple and Chris Rigby to provide high quality, clear, friendly, independent financial advice to clients.

Based in Bridgwater, Somerset, we have expanded since the practice was founded back in 1999. We now have advisers and clients right across the UK, providing a local service in the comfort of your own home. We have though still retained our ethos of providing clear friendly advice, as well as many of our original clients who continue to use and recommend our services to others.

We have developed within our team of advisers and paraplanners a high level of expertise particularly in investment and retirement planning.

At Nexus we provide a personalised service to help take the hassle out of finding the right policy, investment, or mortgage. By offering independent impartial advice our clients benefit from access to the broadest range of products and services available from the whole of the marketplace. All clients receive a free initial consultation, and are provided with clear information. We're also always happy to explain anything which isn't immediately clear.

Whatever your financial concern, whether it's investments, mortgages, retirement income, or protecting your family or lifestyle, our advisers have the knowledge and experience to find you the most suitable solution to help you achieve your financial goals.


Chris Rigby IFA

Chris Rigby
Director


Independent Financial Adviser
Based in Bridgwater

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Phil Frapple IFA

Phil Frapple
Director
Investment Committee Member

Independent Financial Adviser
Based in Bridgwater

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Lisa Frapple

Lisa Frapple
Director


Business Relationship Manager
Based in Bridgwater

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Fran Rigby

Fran Rigby
Director


Finance & Accounts Manager
Based in Bridgwater

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Paul Allen

Paul Allen
Independent Financial Adviser

Paul is based in Bristol providing advice on all aspects of financial planning, including mortgages, investments, retirement and protection planning.


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John Piper

John Piper
Independent Financial Adviser
Investment Committee Member

John is based in Somerset, and provides advice on all aspects of financial planning, including investments, retirement & protection planning.

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Harry Frapple

Harry Frapple
Independent Financial Adviser
Investment Committee Member

Harry works out of the Bridgwater office, advising on all aspects of financial planning including mortgages, protection planning & investments.

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Steve Sycamore

Steve Sycamore
Independent Financial Adviser

Steve is based in Exeter, and provides advice on all aspects of financial planning, including mortgages, equity release, investments, retirement and protection planning.

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Ruth Price

Ruth Price
Independent Financial Adviser

Ruth is based in Essex and provides advice on all aspects of financial planning, including investments, retirement and protection planning.

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Liz McCarthy

Liz McCarthy
Office Manager


Liz has been in financial services for more than 20 years and is responsible for the organisation of office operations & procedures.

Emma Webb

Emma Webb
Head of Admin & Accounts


Emma has a HND in Business Studies and is responsible for the administration of accounts & commissions.

Marcus Bartlett

Marcus Bartlett
Head of Paraplanning
Investment Committee Member

Marcus has worked in financial services since 2017 & holds the Diploma in Paraplanning (DipPP) professional qualification.

David Gwilliam

David Gwilliam
Head of Client Services


David is a qualified Chartered Financial Planner with over 30 year experience in financial services.


Lucy Munro-March

Lucy Munro-March
Paraplanner

Lucy plays a vital role liaising with our IFAs & holds the Diploma in Paraplanning (DipPP) professional qualification.

Caitlain Moreau

Caitlain Moreau
Trainee Paraplanner

Caitlain joined Nexus at the end of 2021 and has since gained her level 4 Diploma in Paraplanning (DipPP) qualification.

Charlie Dyer

Charlie Dyer
Paraplanner Support

Charlie joined Nexus in 2021, working as receptionist then a Case Manager, before moving up to support the paraplanning team.

Barbara Ecclestone

Barbara Ecclestone
Adviser Support

Barbara works alongside our IFAs to ensure smooth efficient communication with clients and providers.


Tracy Palmer-Lock

Tracy Palmer-Lock
Receptionist Administrator

Tracy is the first point of contact for clients & advisers, taking calls and dealing with the post plus general office support.

Kirsty Hill

Kirsty Hill
Case Manager

Kirsty's many years of experience in financial services ensures new business is processed to high standards.

Victorija Martutaite

Viktorija Martutaite
Case Manager

Viktorija joined as a receptionist before moving up to Case Manager as her finance industry knowledge advanced.

Chloe Chadwick

Chloe Chadwick
Case Manager

Chloe has a Diploma in Business Administration & previous experience working in a solicitor's and an estate agency.

Sarah Weller

Sarah Weller
Case Manager

Sarah has worked in financial services for a number of years, joining the Nexus team in Summer 2023.

Neal Smith

Neal Smith
Paraplanning Support

Neal has worked in financial services for many years and is updating his qualifications to obtain his DipPFS.



What our clients say


Providing a good service is important to us, so we're always delighted to receive positive feed back from our clients. Here's what some of them have to say about us.