Business Details
27 Years
experience
Your Trusted Financial Advisers in Bridgwater
Established in 1999 by Phil Frapple and Chris Rigby, Nexus IFA has built a reputation for delivering high-quality, independent financial advice across the UK. Our team of qualified advisers specialises in investment and retirement planning, offering personalised solutions tailored to individual client needs. With a commitment to impartiality, we provide access to a comprehensive range of products from the entire market, ensuring clients receive the most suitable options for their financial goals. Our locally based advisers prioritise face-to-face consultations in clients' homes, combining technical expertise with clear communication to demystify financial planning.Over two decades, we have maintained our founding ethos of transparency, ethical practice, and client-centric service, supported by regular reviews to ensure ongoing suitability. Our regulatory compliance through The Whitechurch Network Limited and memberships in professional bodies like the Equity Release Council underscore our dedication to industry standards. With offices in Bridgwater and advisers operating nationwide, we blend regional accessibility with national expertise to serve both new and long-standing clients.
Services
Investments
Pensions
Financial Protection
Mortgage Services
Equity Release
Details
- Year established: 1999
Highlights and features
- We offer free initial consultations with qualified advisers
- We provide completely impartial advice from the whole market
- Our locally based advisers conduct home visits for client convenience
- We maintain the highest standards of regulatory compliance and transparency
- We guarantee regular reviews to ensure ongoing suitability of advice
Associations and certifications
- Financial Conduct Authority (FCA)
- Equity Release Council
- Society of Later Life Advisers (SOLLA)
What people say
Great service
Professional & helpful
Efficient, timely & friendly
Smooth & efficient
Recommended to friends
Services
Investment Planning
We help clients grow their wealth through tailored investment strategies. Our advisers assess risk tolerance and financial goals to recommend suitable portfolios. With access to thousands of products, we ensure tax-efficient solutions that align with individual circumstances and market opportunities.
Pension Planning
Our experts specialise in creating retirement strategies that maximise income potential. We analyse current provisions, calculate retirement needs, and recommend pension products that ensure financial security during retirement years across the UK.
Mortgage Services
We offer impartial mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our advisers search thousands of deals to find competitive rates while ensuring affordability assessments meet individual financial situations.
Equity Release
Specialist advice for homeowners over 55 seeking to unlock property equity. We explain lifetime mortgages and home reversion plans, ensuring clients understand tax implications and how these products affect state benefits.
Financial Protection
We design protection strategies against life's uncertainties, including life insurance, critical illness cover, and income protection. Our advice ensures families maintain financial stability through unexpected circumstances while balancing premium costs.
People
Phil Frapple
Director & Investment Committee Member
With over two decades of experience, Phil specialises in investment and retirement planning, combining technical expertise with client-focused advice to deliver tailored financial solutions.
Chris Rigby
Director & Financial Adviser
Co-founder Chris brings extensive knowledge in mortgage services and retirement planning, focusing on simplifying complex financial products for clients across the UK.
Lisa Frapple
Business Relationship Manager
Lisa manages client relationships with emphasis on clear communication, ensuring clients receive consistent support throughout their financial planning journey.
Fran Rigby
Finance & Accounts Manager
Fran oversees financial operations, maintaining the company's commitment to transparency and ethical financial practices that underpin client trust.
David Gwilliam
Head of Client Services
A Chartered Financial Planner with 30 years' experience, David leads client service delivery, ensuring high standards of professional conduct and client satisfaction.
Questions
What financial services does Nexus IFA IFA offer?
We provide investment advice, pension planning, mortgage services, equity release, and financial protection solutions tailored to individual needs.
Do you offer free initial consultations?
Yes, we provide free, no-obligation initial consultations with qualified independent financial advisers.
Which areas do you serve?
While based in Bridgwater, we serve clients nationwide through local home visits and virtual consultations.
Are you regulated by financial authorities?
We operate as an Appointed Representative of The Whitechurch Network Limited, authorised and regulated by the Financial Conduct Authority.
How do clients rate your services?
We consistently receive five-star feedback for our transparent advice, professional approach, and exceptional client support.
What fees apply to mortgage advice?
Our standard mortgage advice fee ranges from £300–£595, covering financial review and application management.
