Our experience
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, brand, 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.
Charity
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.
Gender pay gap report 2022
Read our latest report and find out what activity and commitments we’ve put in place over the last year to support greater gender diversity.
Our awards
Complaints Management team of the Year - Gold winner
UKCCF Awards 2022
James Hay Partnership
Best Outsourcing Partnership - Bronze winner
UKCCF Awards 2022
James Hay Partnership with FNZ
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
Our history
2022
The Nucleus Foundation is launched, HPS Investment Partners (“HPS”) acquires a majority stake in the business
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.