Adviser Services Holdings Ltd (ASH) and Nucleus – perfect partners
Welcome to our dedicated ASH microsite. Here you'll find an overview on the benefits of using our platform and our latest news.
If you have any questions, please get in touch with your account manager or relationship manager - the details are at the bottom of this page.
For ASH adviser use only.
Useful documents
Special terms
Our aim is to offer fair, sustainable and transparent pricing. From day one we’ve been committed to offering a simple, tiered pricing structure with no hidden surprises or additional charges.
> Lyncombe special terms - restricted and independent advice
Suitability documents
This document has a series of paragraphs you might consider using with clients when helping to explain the special pricing deal with Nucleus.
> Lyncombe suitability document - independent advice
> Lyncombe suitability document - restricted advice
Welcome to Nucleus
We’re delighted to have partnered with Adviser Services Holdings Limited, and to be working with the teams at both Lyncombe and Sense.
We know how important it is to align with like-minded firms who will contribute to the long-term success of your business. Our partnership reflects a shared aim of working with forward-thinking advice firms who are focused on doing their best for their clients. In our case, we look to do this through offering efficient and intuitive platform technology and through a high level of focused adviser support.
Our platform developments are shaped by what our users tell us is important, and that feedback is vital to the way we evolve our services both now and in the future. We're the only adviser-driven platform in the market, which means you set the agenda - we work for you.
At Nucleus we pride ourselves on being open and honest so if you want to know whether we'd be a good fit for you and your clients, please get in touch.
Benefits of our partnership
Collaboration
Connecting with peers can be a powerful tool and over the years we’ve developed a very focused, dynamic and opinionated community of users. We offer a wide range of opportunities to come together and share best practice.
Development and personal support
You’ll have a named contact who will provide bespoke training on the platform. You’ll also have access to in-depth support on product wrappers, tax and trusts. If you’re looking for a bit more, our Illuminate events provide specialist development support for you and your business.
Next-generation technology
Powered by Bravura, combining global cloud-based technology with independence, flexibility and control over front-end development. Built with multi-level security encryption, Nucleus is secure, scalable and future-proofed. We’re currently handling over 16 million customer account trades per year with 99.9% accuracy.
Value
Our aim is to offer fair, sustainable and transparent pricing. From day one we've been committed to offering a simple, tiered pricing structure with no hidden surprises or additional charges. For more information on the special terms available for Adviser Services Holdings Limited, please contact your account manager.
Our platform
Working with us means greater control over your clients' financial plans, direct influence over platform development and better value. Our business has grown steadily since we launched in 2006 and we now operate a sound, scalable and feature-rich platform.
Narrate
Our cutting-edge portfolio reporting tool allows you to provide highly accurate, in-depth information on up to 300+ potential transactions. Narrate harnesses the rich data set of the Nucleus platform to deliver an intuitive, interactive, customisable set of reports that no other platform offers. Check out our Narrate page for more information.
E-signatures
Following the successful expansion of our scanned documents capability, we can now accept electronic signatures for new business and client instructions, making the application process faster and better for the environment. Check out our dedicated web page for more.
Automated phased investing
Our automated phased investing functionality allows you to set up a series of regular asset purchases on a client account. You can set the value, frequency and assets to be bought and the transactions will happen automatically on your chosen date.
Nucleus Go
Go allows your clients access to view their investments online. It's fully mobile responsive so they can view their portfolios wherever they are and whenever they like. Clients can also grant authority for ad-hoc fees by logging into the authorisations section of Go and switching this on. Check out the Go page for more information.
Past performance is not a reliable guide to future performance. The value of an investment can go down as well as up, and may be less than the amount(s) paid in.
Check out our training videos
A platform overview
Watch this training session for a brief navigation of the platform and effective reporting tools to help manage your clients efficiently.
Jira training
Jira is our secure messaging system which allows you to communicate with all areas of our business. In this training video you will learn how and why we use Jira as well the new scanned documents process and how to access the support materials that are available.
Your Nucleus team
John Daly
Head of account manager
john.daly@nucleusfinancial.com
07714 900 703
Lauren Beveridge
Relationship manager
lauren.beveridge@nucleusfinancial.com
0131 226 9733
With dedicated regional support.