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, before forming Nexus in 1999 with his business partner Phil.
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 he set up the Nexus practice with his business partner Chris in 1999.
Initially Nexus was established as a franchisee' with Allied Dunbar, later becoming an Independent Financial Adviser practice in 2002.
As Independent Financial Advisers Chris & Phil each hold a Level 4 Diploma in Financial Planning (Dip.PFS), awarded by the Personal Finance Society. Chris also holds a Mortgage Advice Qualification (MAQ), while Phil holds a Certificate in Mortgage Advice and Practice (CeMAP), which allow them to advise on mortgages.
Both hold a Statement of Professional Standing (SPS) as required by the Financial Conduct Authoriy (FCA), which are renewed annually. An SPS can only be issued by an FCA appointed accredited body and confirms that an adviser:
Has adhered to a code of ethical standards
Holds the required qualifications for the activities they undertake; and
Has completed appropriate Continuing Professional Development activities and complied with the 'Statements of Principle and Code of Practice for Approved Persons'.
Fran is responsible for the financial administration of the company. She works closely with the finance team using her experience to ensure good working practice and management of the accounting systems. She oversees all the company's transactions and payroll.
Lisa plays a key role in ensuring the smooth running of the business. Working closely with the administrative team, one of her main responsibilities includes liaising with Life, Pension and Investment companies.