We’re not like any other platform provider and never have been
Our ambition to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we take very seriously indeed. Find out more below.
Inclusion and diversity
At Nucleus, 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 also owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.
More diversity correlates to broader experience, a diverse set of perspectives and a better collective ability to problem-solve. It means being more representative of customer groups, which supports areas such as product development.
It’s not a tick box exercise; inclusion and diversity is embedded in our culture and everything we do.
Raising money for our charity partners allows us to give something back while instilling a sense of pride in ourselves and 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.
For a small company, we’ve raised some pretty hefty amounts over the years and this means each year our targets (and challenges) get bigger and bigger.
James Hay acquires Nucleus, creating a £47bn adviser platform group
Nucleus hits £15bn
Nucleus becomes a public listed company.
James Hay breaks the £25bn barrier, Nucleus hits £14bn.
James Hay launches the Managed Portfolio Panel. Nucleus launches Narrate, its performance reporting tool, and hits £9bn AUA.
James Hay launches the Modular iPlan.
James Hay launches the Modular SIPP
Nucleus hits £4bn
Nucleus launches its General (gross) account
Nucleus hits £2bn
Nucleus introduces its model portfolio self-service
The Nucleus wrap platform goes live
The Abbey Wrap is launched, one of the first wraps to be authorised and regulated by the then FSA.
The James Hay SIPP is launched
James Hay becomes part of Abbey PLC.
James Hay founded as a private company.