Independent Financial adviser  

Principal of Nexus Wealth

First joining the industry in 1996, Kirsty now has over 23 years’ experience in the financial services sector.

Having never been involved in any other industry during her working life, Kirsty has extensive knowledge and experience to support her financial planning process. Kirsty has been advising clients through various economic challenges and during this time has successfully built up and maintained a growing client base, along with building relationships with professional connections to compliment her advice in all areas of financial planning.

Outside work, Kirsty is married to Will, and has 3 young children. As well as spending quality time with her family at the weekends, she enjoys trying to keep fit, eating out, and socialising with friends.

Key points

• Kirsty became fully qualified as an Independent Financial Adviser in 2006 and has continually enhanced on her qualifications and expertise since this date
• In addition to the minimum qualification requirements of an adviser, Kirsty has self studied in her own time and achieved Advanced Financial Planning diplomas in the following subjects:
  • Personal Taxation and Trust Planning
  • Financial planning process
  • Pension planning (which includes pension transfers and Retirement income planning)
• In addition to this Kirsty has achieved qualifications in mortgage advice together with equity release
• Kirsty is a member of the Institute of Financial Planning which recognises her as a qualified Financial Adviser.
• Being an accredited member of a larger adviser support company, Kirsty has an extensive network of specially selected experts in all areas to support her advice process
• Kirsty works with private individuals and Corporate clients on all levels

Independent Financial Adviser

Principal of Bedford Wealth Management

Bedford Wealth is an appointed representative of Nexus Wealth. Will deals predominantly deals with clients in the south of the country.

After leaving full time education, Will joined his father’s company which lead him to travel to India managing the family business. Will then moved back to the UK business as the financial manager which then led him into the financial services industry in early 2006.

Having been involved in the financial service industry since 2006, Will has extensive knowledge and experience to support his financial planning process. Will has been advising clients through various economic challenges and during this time has successfully built up and maintained a growing client base, along with building relationships with professional connections to compliment his advice in all areas of financial planning.

At the heart of Will’s advice process is the passionate belief that through careful and considerate financial planning, his clients will have the firm financial foundation to build the life they want now and in the future.

Personal Assistant

Clare has primarily worked in the Financial Services industry in varying roles since finishing her Masters degree in 2005. Clare has worked alongside Kirsty for just over 6 years as an administrative assistant initially, then progressing onto being Kirsty’s Personal Assistant more recently. Clare manages the office and client relationships, along with assisting Kirsty prepare research and reports for her clients.

Clare has a BA(hons ) degree in History\Politics and a MA in sociological Research, She has previously worked for a high street bank, and for a mortgage company in previous financial sector roles.

In her spare time Clare enjoys spending time with her two young children, husband and wider family. Clare also has a keen interest in running in her spare time and regularly runs with her local running group, and has recently achieved her goal of completing  her first 10k.  Clare also enjoys cycling with her husband and two children.

Administration Assistant

Jodie is our newest member of the team and is responsible for the general administration of the office. Her role is to provide administration support to Clare and the advisers, and she has the vital role of ensuring all of our clients receive their regular ongoing investment reviews.  Jodie spends her spare time working in her parents bar as a waitress, and this has given her a confident natural ability to liaise with clients and providers, which is an important quality to have in her role.

Jodie is working towards an NVQ in Business Administration, as well embarking on a specific Financial Services training schedule with our company.

Jodie enjoys socialising with her friends, and spending time with her close family.