Perspective and Nucleus - perfect partners
Welcome to our dedicated Perspective Group microsite. Here you'll find an overview on the benefits of using our platform and our latest news.
If you don't already use our platform and want more information, you can request a callback by completing the form below. If you're currently a user and have any questions, please get in touch with your account manager or relationship manager.
For Perspective Group adviser use only.
Welcome to Nucleus
We're delighted to have partnered with Perspective Group and look forward to working together to achieve great outcomes for your clients.
We know how important it is to align your business with like-minded firms who'll contribute to the long-term success of your business. Our partnership with Perspective reflects a shared aim of working with like-minded, forward-thinking advice firms who are working to do the best they can 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 and we’ll provide bespoke training on the platform. You’ll also have ready 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
Our continual investment in leading edge technology means we have the ability to flex the proposition and scale the business to ensure we can grow for the long-term. This means you can be confident your clients’ needs will be met now, and in the years to come.
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.
Our platform
Our platform exists to help you develop the best possible solutions to suit your clients' financial needs. 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 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 competitor offers. Check out our web page for more information.
Nucleus Go
Go allows your clients access to view their investments online, and 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 web 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.
Literature
Pricing structure
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.
Suitability document
This document has a series of paragraphs you might consider using with clients when helping to explain the benefits of using Nucleus.
Contact us
John Daly
Business Development Director
john.daly@nucleusfinancial.com
07714 900 703
Kirsty Evans
Relationship Manager
kirtsy.evans@nucleusfinancial.com
Scott Richards
Client Relations Manager
scott.richards@nucleusfinancial.com
0131 573 8453
Request a call back
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