I'm a financial adviser
Discover how we can help you deliver better client outcomes.Our platforms and products
Nucleus Wrap
Nucleus is an award-winning wrap platform, launched in 2006 by a group of adviser firms who wanted to a create a platform which put clients at the heart of the advice process.
James Hay
James Hay was the first Self Invested Personal Pension provider in the UK and now offers a range of products and services, including the award-winning Modular iPlan.
Curtis Banks
Curtis Banks are one of the largest providers of Self Invested Personal Pensions and Small Self-Administered Schemes in the UK, with a range of flexible options to suit your retirement goals.
Talbot and Muir
Talbot and Muir provide Small Self Administered Schemes with a specialism in commercial property. As experts in our field, we provide a valuable service to advisers and their clients.
Third Financial
Third Financial is a leading provider of scalable and bespoke Enterprise and Adviser as a Platform solutions, supporting large advice firms and consolidators.
Dunstan Thomas
Dunstan Thomas provides technology solutions and services for the unique needs of the Wealth Management, Retail Platform and Retirement market.