Independent Wealth Planners (IWP) and Nucleus

Preferential terms have been negotiated for IWP members who choose to use Nucleus. Here you'll find an overview on the benefits of using our platform, our latest news as well as a selection of useful documents.

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 IWP adviser use only.

Useful documents

Special terms

From day one we’ve been committed to offering a simple, tiered pricing structure with no hidden surprises or additional charges.

> IWP special terms - Kelsall

> IWP special terms - Clairville York

> IWP special terms - HHDA

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.

> Suitability document - Kelsall

> Suitability document - Clairville York

> Suitability document - HHDA

Browse our publications

Each of our white papers respond to the current legislative and market environment, and anticipate future developments.

> Browse past and current publications

Welcome to Nucleus

We’re delighted to have partnered with Independent Wealth Planners, and look forward to working with you.

We know how important it is to align your business with firms who will contribute to the long-term success of your business. Our partnership reflects a shared aim of working with like-minded, forward-thinking organisations who are working to do the best they can for their clients. In our case, we do this through offering efficient and intuitive platform technology and through 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.

If you want to know whether we would 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 and 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, Illuminate provides 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 IWP, please contact your account manager.

Our platform

Our platform exists to help you develop the best possible solutions for your clients. Working with us means greater control over your clients' financial plans, direct influence over platform development, and better value for you and your clients. Our business has grown steadily since we launched 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 competitor offers. Check out our Narrate page for more.

E-signatures

We can now accept electronic signatures for new business and client instructions, making the application process faster and reducing reliance on the postal service. Check out our dedicated web page for more support on e-signatures.

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 to securely view their investments online. It's mobile responsive so they can view their portfolios wherever they are and whenever they like. They can also grant authority for ad-hoc fees via the authorisations section. Check out the Go page for more.

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.