Andrew Tully presents: Pensions as a tax planning tool webinar
Help your clients get a head start on the new tax year
Set your clients up for investment success for the year ahead, by encouraging them to take advantage of their new allowances and avoid the end of tax year rush.
New factsheet
Read our new factsheet on Pensions and Inheritance Tax, written by Technical Services Director Andrew Tully, which looks at the proposed IHT changes and the impact they might have.
Is Nucleus the right platform for you and your clients?
Find out in our adviser brochure, due diligence support guide and 2023 financial results.
99.2
bnAssets under administration
235
kCustomers
5.5
kAdvice 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.
Introducing Richard Rowney
Meet our Chief Executive Officer, Richard Rowney and read about his plans to transform the business.
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.
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.
