There is no better advertising tool than “word of mouth”.
We believe our clients should be rewarded if they recommend any friends, family or business associates to us.
We will pay 10% of the first fee of any new client to the referrer and this will be paid either by BACS or cheque on receipt of the fee.
With the exception if there are any fees outstanding in which case we reserve the right to deduct from the fees outstanding.
If you want any further information on the above just contact us for more details.
Testimonials: What our clients say about us
“Angus has been my financial advisor for over 10 years, and as I approach retirement, I feel confident that the advice I have received has been based on a thorough knowledge of the industry. With so many pension and investment products now available it was important that I chose those tailored to me personally and I felt confident that Nexus had my agenda at the forefront of the choice.
“At a somewhat overwhelming time, when retirement finally becomes a reality, it is good to know that a well-considered plan is in place and I can make the transition smoothly without unnecessary worry. If I have any concerns, I know Angus will respond quickly and a meeting can be arranged to suit my rather hectic lifestyle! He has been a trusted advisor over the years and I have come to think of him as a friend.”
“Tracy Bissett APFS (Chartered) impressed us with her efficient, professional manner – an approach that not only inspired confidence, but generated the results we were looking for.
“We needed an effective solution to the implementation of company / employer insurances and employee benefits. By partnering with Nexus, we have been able to consistently obtain the very best employee benefit package as well as company insurances.
“Because of Tracy’s years of experience and expertise, Nexus has been able to provide the very best in pension plans, employee benefits and cost effective employer insurances. Their database of providers within the industry, their vast expanse of knowledge of the products, ensured our employees receive the best.
“Nexus has extremely helpful, knowledgeable and has efficient and friendly staff. Our experience with Nexus Wealth Planning Ltd. confirms to us that we’ve partnered with a true leader in the financial industry.”
Elaine Proud, Atlas Air
Tracy has been involved with our Company Pension Scheme for over 10 years, and I have been witness to her professional development from a Pension Administrator through to a full-blown Wealth Administrator & Company Owner/Director.
She possesses the ability to communicate with all levels of staff, which is essential when dealing with a Company Scheme where salary levels and personal circumstances vary greatly. She also has proven expertise in providing tailor-made options when members have specific needs and risk requirements.
I would have no hesitation in recommending Tracy as a Pension Advisor, in fact, I would STRONGLY recommend it !!!
Aileen Don, Financial Controller, Presentation Products Scotland
“Nexus Wealth Planning has supported our business through some major changes and their professional approach has been invaluable.
“I have found that they always support the Bank in an open and honest manner and never fail to obtain the best results for us in a challenging environment.”
Alison Hughes, Irish Bank Resolution Corporation Ltd
“I have trusted my investments with Nexus for over a year and have found Tracy to be trustworthy, reliable and of good judgement. She has also been very helpful in advising on other matters. I would have no hesitation in recommending her.”