Checks and balances. Our governance framework.
Nucleus board of directors
The board meets four times a year to hear from directors within Nucleus who share quarterly progress against our key business objectives.
This is made up of nine adviser firms whose role is to counsel and advise the business in its strategic direction. This helps the business to remain focused on the areas that really matter to our audience.
Arch Financial Planning
Arch Financial is an award-winning company, providing independent financial advice and personal financial planning. Advisory board member Arthur Childs is director, a certified financial planner and a chartered financial planner and holds fellowships of the Chartered Insurance Institute, the Personal Finance Society and the Pensions Management Institute.
Estate Capital are chartered and independent financial advisers, providing financial advice and wealth management services in Swansea. Advisory board member Chris Davies is the managing director, having founded the firm in 2003. Chris leads the investment team and takes responsibility for the research, selection, and performance of eight in house investment portfolios.
Grayside has been helping clients navigate complex financial markets for over 40 years. Managing director Mike Seddon is both a member of the Nucleus board and advisory board member. In 2012, he achieved Chartered Financial Planner status, which led to Grayside obtaining Chartered Financial Planners status.
Strategic Asset Managers
SAM are based in Glasgow and take pride in treating their clients as individuals. Advisory board member Derek Stewart is managing director/partner. He keeps fit by taking part in Ironman events and running ultra marathons while raising money for Maggie’s Centres where he also serves on the local board.
Our financial reports
The Nucleus platform wouldn’t work as smoothly as it does without some serious fine tuning from the following key strategic partners.