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Our platforms and products

Nucleus Wrap

Nucleus is an award-winning wrap platform, launched in 2006 by a group of adviser firms who wanted to a create a platform which put clients at the heart of the advice process.

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James Hay

James Hay was the first Self Invested Personal Pension provider in the UK and now offers a range of products and services, including the award-winning Modular iPlan.

I'm an adviser

I'm a customer

Curtis Banks

Curtis Banks are one of the largest providers of Self Invested Personal Pensions and Small Self-Administered Schemes in the UK, with a range of flexible options to suit your retirement goals.

I'm an adviser

I'm a customer

Talbot and Muir

Talbot and Muir provide Small Self Administered Schemes with a specialism in commercial property. As experts in our field, we provide a valuable service to advisers and their clients.

Visit talbotmuir.co.uk

Third Financial

Third Financial is a leading provider of scalable and bespoke Enterprise and Adviser as a Platform solutions, supporting large advice firms and consolidators.

Visit thirdfin.com

Dunstan Thomas

Dunstan Thomas provides technology solutions and services for the unique needs of the Wealth Management, Retail Platform and Retirement market.

Visit dthomas.co.uk