Kerry Nelson is the founder and CEO of Nexus IFA, a business she set up just over twelve years ago. Her career before this spanned advice, investment research and marketing and public relations.
Kerry began her career nearly three decades ago in banking moving from branch management into financial advice, and then into research, communications and marketing. Among other roles, she was Head of External Communications with HSBC Asset Management.
She brought this expertise in advice, research, and communications together to create Nexus.
The original Nexus IFA merged with Thames Valley Investments around two years ago. Nexus is now organised into two entities with advisory services within Nexus IFA and investment management within Nexus Investment Managers, with the two divisions offering a combined advice and investment service to clients.
Nexus IFA has three client facing advisers provides general financial planning and advice to individuals, entrepreneurs and businesses in a modern, client-centric practice.
Nexus Investment Managers manages the firm’s model and discretionary portfolios with the latter service available to other advisers. NIM has a team of two fund managers offering discretionary fund management with a combined client bank above 1,000. NIM now has seven DFM portfolios and is able to create bespoke portfolios for individual high net worth clients.
More broadly Kerry is a campaigner for better standards of financial advice and improved practices within the financial services industry, working with the national media to warn consumers about the pitfalls of unregulated investments, while calling for advisers and platforms to improve standards.
A particular concern is unregulated property investments having helped investors and relatives of clients obtain compensation recently.
Before the financial crisis, she played a role in highlighting the risks of structured products and their potential for causing consumer detriment including writing an influential report criticising the products which circulated widely in government and regulatory circles.