Our company
We’re not like any other platform provider and never have been.
Our ambition is to create a platform with a difference and put the customer centre stage.
That’s why we take our culture, values, brand, and social responsibility seriously.
Our leadership team
Our board of Directors is made up of both executive and non-executive members.
Inclusion and diversity
Inclusion and diversity is embedded in our culture and everything we do. We’re trying to change financial services for the better.
Part of this is ensuring that we have the best people and teams working with us to create better outcomes for financial advisers and their clients. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.
Charity
Raising money for our charity partners allows us to give something back while instilling a sense of pride in what we can achieve as a team.
Each year we come together as a company to pick our charity partners for the year and think of new fundraising ideas. Whether it’s trekking across mountains, jumping out of planes or baking cakes, we give it our all.
Careers
Interested in joining us?
Explore location-friendly, flexible opportunities and join us on our mission to become the best loved platform for advisers and their clients.
Our awards
2024 Defaqto Gold Service Rating for Pension Service
Nucleus Wrap
2024 Defaqto Gold Service Rating for Platform Service
Nucleus Wrap
Small contact centre of the year - Gold winner
UKCCF Awards 2023
James Hay Partnership
Medium contact centre of the year - Gold winner
UKCCF Awards 2023
Nucleus Wrap
Best Employee Voice Programme
IoIC Awards 2023
Nucleus Financial
2023 Defaqto Gold Service Rating
Nucleus Wrap
Nucleus Wrap has been awarded a silver STAR 'ISA and GIA' Transfer Accreditation
James Hay Partnership has been awarded a bronze STAR 'Personal Pension SIPP and SSAS' Transfer Accreditation
Best Outsourcing Partnership - Bronze winner
UKCCF Awards 2022
James Hay Partnership with FNZ
Complaints team of the year - Gold winner
UKCCF Awards 2023
Nucleus Group
Complaints Management team of the Year - Gold winner
UKCCF Awards 2022
James Hay Partnership
Our history
2024
Nucleus acquires Third Financial, creating a £97bn adviser platform group, expanding its proposition for advisers and wealth managers.
2023
Nucleus acquires Curtis Banks, incorporating Talbot Muir and Dunstan Thomas, creating an £80bn adviser platform group, making it one of the UK's largest platform providers.
2022
The Nucleus Foundation is launched.
HPS Investment Partners (“HPS”) acquires a majority stake in the business, joining existing shareholder Epiris.
2021
James Hay acquires Nucleus, creating a £47bn adviser platform group.
2019
Nucleus hits £15bn.
2018
Nucleus becomes a public listed company.
2017
James Hay breaks the £25bn barrier, Nucleus hits £14bn.
2017
James Hay launches the Managed Portfolio Panel.
Nucleus launches Narrate, its performance reporting tool, and hits £9bn AUA.
2014
James Hay launches the Modular iPlan.
2013
James Hay launches the Modular SIPP.
2012
Nucleus hits £4bn.
2011
Nucleus launches its General (gross) account.
2010
Nucleus hits £2bn.
2008
Nucleus introduces its model portfolio self-service.
2006
The Nucleus wrap platform goes live.
2003
The Abbey Wrap is launched, one of the first wraps to be authorised and regulated by the then FSA.
1996
The James Hay SIPP is launched.
1994
James Hay becomes part of Abbey PLC.
1979
James Hay founded as a private company.