Welcome to Nucleus

The award winning adviser-built investment wrap platform – supporting advisers in helping their clients achieve great outcomes.

It’s easy to register for online access to your account. Speak to your adviser if you have one or call us on 0131 226 9800.


Nucleus Go

Nucleus Go, our secure client portal, offers you 24/7 online access to view your portfolios.

Protecting any cash you have on our platform

We hold your cash with a panel of banks to reduce the risk to you. And we only partner with banks who have the appropriate authorisations from the UK regulators and are covered by the Financial Services Compensation Scheme (FSCS).

Who are we?

We were founded in 2006, by seven financial advisers with one vision – to create a sea-change in financial services, by building an alternative to the traditional model. Today our purpose, and the reason we exist is to help make retirement more rewarding. We do this by putting you, and your adviser, at the heart of everything we do.

Nucleus works with over 5,300 adviser firms with the aim of changing financial services for the better. Our entire company, culture and ethos has been built on principles of transparency, trust and respect.

Nucleus Financial Platforms group was formed in 2021 when James Hay combined 40+ years of retirement expertise with Nucleus’ market-leading digital approach. In 2023 we added Curtis Banks, one of the UK’s largest administrators of SIPP and SSAS solutions.

Together we’re one of the UK’s leading, independent, adviser platform and product groups, with over £100 billion in assets under administration, helping over 5,300 advisers firms make retirement more rewarding for almost 240,000 customers.


What we do

We don't hide our charges

Every penny is accounted for and visible to you - always.

We provide greater choice

Our 'open architecture' platform gives you access to over 6,800* investments, so your adviser can find the right answer for you and your financial goals.

*As at December 2024

We share one vision

We work with advisers who are forward thinking and share our vision.

Our investment platform

Our wrap platform allows you to combine, or wrap, all your investments into a single manageable online account. Instead of having to keep tabs on different investments in different places, our wrap holds all your investments in one place. And you can view them, and your transaction history, at any time on Nucleus Go.

Investments

Nucleus has always focused on greater alignment between adviser and client needs and realise there is no one-size-fits-all solution. This is why we provide an open architecture approach to our platform. With over 6,800 investment choices available.

Nucleus Go

Our secured client site, Nucleus Go has been designed to allow you to engage digitally with your investments, giving you at-a-glance access to your investment portfolios.

The functionality lets you view transactions and important correspondence on your wrap account, over any selected date range. We’re working hard to improve our communications with you, and Go gives you better online access to your investment portfolio.

Contact Nucleus

If you need to get in touch with us you can get us on live chat or phone our client contact team.

It’s easy to register for online access to your account. Speak to your adviser if you have one or call us on 0131 226 9800.