Trusts webinar: helping clients achieve their financial goals
Sign up for Illuminate Live where our Technical Manager, Julia Peake, will explore how trusts can become a cornerstone of your client advice toolkit.
Is Nucleus the right platform for you and your clients?
Find out in our adviser brochure, due diligence support guide and 2022 financial results.
Customers
Advice firms
Who we are
In August 2021, James Hay and Nucleus Financial came together.
Our combined scale and profitability have enabled us to invest in products, technology, price and service to create a new platform designed to empower advisers to meet the evolving needs of their customers.
Helping make retirement more rewarding for your clients
Coming together
Nucleus Wrap was developed by a group of advisers who wanted to create a platform that put clients first, that gave advisers greater control over customer outcomes, and provided better value.
Meanwhile, James Hay was one of the first SIPP providers in the UK and pioneered the modular approach to retirement wealth planning.
In coming together, we’re combining the digital capability of Nucleus Wrap and the pension expertise of James Hay to offer two fantastic platforms, with another on the way.
2024 Defaqto Gold Service rating
We’re delighted that Nucleus Wrap has been given a Gold rating for both platform and pension service by Defaqto.
A Gold rating means that we deliver the highest level of adviser satisfaction against provider perception, new business administration, existing business administration and online servicing.
Why work with us?
Looking for Nucleus Wrap or James Hay Online?
The Nucleus Financial Platforms group now runs both Nucleus Wrap and James Hay Online. This means you benefit from the combined scale, expertise and technological know-how of two of the leading retirement-focused platforms in the UK.
