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

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.

show more