Your wealth
Helping you make the most of your money
Whether you’re planning for the future, looking to make confident financial decisions, or simply exploring your options, we’re here to help. Welcome to our information hub for customers who aren’t currently working with a financial adviser.
This page brings together clear guidance, practical tools, and easy-to-understand resources designed to support you at every step. No jargon. No pressure. Just straightforward insight to help you feel more in control of your financial journey.
And if at any stage you decide you’d like personalised advice, there’s a link to MoneyHelper below along with details of adviser firms who may be able to offer tailored support.
Wherever you are on your financial journey, we’re here to make it more rewarding.
Insights
With all the changes to pensions and tax rules, and countless messages about what they might mean for you it can feel overwhelming to know where to turn for clear, reliable information.
To help, we’ve created a suite of material which cover topics such as investing, taking pension benefits, wills and passing on wealth, and opportunities to reduce tax.
Looking for financial advice
We're always keen to highlight the value of working with a financial adviser. Finding the right adviser, who understands your circumstances and can help you prepare for your retirement, can be invaluable. If you’d like to get financial advice, it’s important to shop around for an adviser that meets your needs and provides good value.
MoneyHelper
MoneyHelper is a free, impartial, UK government-backed service that helps people understand and manage their money and pensions. It brings together support from the Money Advice Service, The Pensions Advisory Service and Pension Wise, all in one place. Services they offer include:
- access to UK financial adviser directories, to help you find the right adviser
- helplines and specialist guidance around savings and investments, pensions and retirement
- online guides, tools and calculators
- free Pension Wise appointments for those aged 50 or over (or inheriting a pension)
Adviser firm panel
Alternatively, you can check out the panel of adviser firms below that may be able to help you.
Please keep in mind that inclusion on this panel does not mean that we endorse or recommend these adviser firms, and we’re not responsible for your adviser selection or the advice you receive from them.
Titan Wealth Planning is a UK based wealth management business. It’s authorised and regulated by the Financial Conduct Authority (FCA).
It offers face to face personalised financial advice designed around your goals and circumstances. The services they offer cover:
- Financial goal setting
- Pensions and retirement planning
- Investments and wealth management
- Tax planning
- Estate and inheritance planning
- Insurance and protection
Minimum investable assets of £250,000
My Money Expert is a UK based financial adviser that provides FCA regulated advice to people nationwide. Their team deliver personalised recommendations to help individuals understand their financial options.
It offers an over the phone or Microsoft Teams based service which covers:
- Financial goal setting
- Pensions and retirement planning
- Investments and wealth management
Minimum investable assets typically £20,000
Fairstone Financial Management is UK based and offers independent, whole-of-market financial advice nationwide. It’s authorised and regulated by the FCA.
Clients can meet advisers online or face-to-face and will be matched to a suitable expert. The services they offer cover:
- Financial goal setting
- Pensions and retirement planning
- Investments and wealth management
- Tax planning
- Trusts
- Estate and inheritance planning
- Equity release and later-life planning
- Insurance and protection
- Business advice
Minimum investable assets of £100,000
Investments can go down as well as up, and you may not get back the amount invested.
You can find further details about the services these adviser firms provide on their website via the links above. When you access these links, you’ll leave the Nucleus website. We’re not responsible for and have no control over the content of third-party websites.
Nucleus is not paid for introductions to these firms. Any arrangements regarding the payment of fees for advice are between you and your appointed adviser. Nucleus has wider relationships with advisers and may provide other services to them unconnected to this page, for which we may receive payment. This will not affect any of the services provided to you by the adviser firms which will always be based on your individual circumstances.
Learn about Investment Pathways
Investment Pathways offer a simple, clear way to help you make informed choices about how to invest and use your pension in retirement. These are four straightforward investment options created by the Financial Conduct Authority (FCA) to help people who are entering drawdown without financial advice.
Each pathway matches a different plan for how an individual expects to use their pension money over the next five years.
Investment Pathways are available to customers on the Nucleus Platform and Nucleus Wrap. Feel free to contact us to check if they’re available to you.
