About Nucleus
We are the Nucleus Financial Platforms group and we help make retirement more rewarding.
By harnessing Nucleus Wrap, James Hay, Curtis Banks, Talbot and Muir, Dunstan Thomas and Third Financial, we’re building the best retirement focused adviser platforms group in the UK.
We're the only large-scale group with a comprehensive range of bespoke platform solutions to meet the evolving needs of advisory and investment management firms of all sizes, as well as their clients. Alongside this we provide a breadth and depth of experience and expertise that you simply can’t find under one roof anywhere else.
We are one of the UK's leading independent groups for investment platforms, products and wealthtech software.
We focus solely on the advice sector, there's no vertical integration, no investment funds or investment solutions, we just provide adviser firms with operational efficiency to enable them to grow their businesses.
99.2
bnAssets under administration
235
kCustomers
5.5
kAdvice Firms
Who we are
We help financial advisers to make retirement more rewarding for their clients.
Platforms
New Nucleus Platform - By harnessing James Hay’s pensions expertise, Curtis Banks' SSAS and SIPP products and Nucleus’ digital capability, we’re building the best retirement-focused adviser platform for larger adviser firms in the UK.
Our aim is to deliver a straightforward and simple to use platform that’s supported by a smart, personal service that allows advisers to utilise and benefit from the expert insight we bring.
James Hay Online is our retirement platform for larger financial advisory businesses.
Nucleus Wrap is our financial planning platform for smaller and medium-sized advisers.
Products
Through Curtis Banks and Talbot and Muir, we are one of the UKs largest and award-winning SIPP and SSAS providers.
Wealthtech
With the wealthtech experience of Third Financial and Dunstan Thomas, Nucleus now powers some of the industry’s leading product providers, advisory firms and consolidators, discretionary investment managers and institutions, with enterprise-wide, platform software solutions.
We have an exciting vision for the future as we combine our respective experience, skills and services.
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Our brand
The concept behind our look is ‘rewarding relationships’ – two elements coming together to create something better.
It reflects why we’re here, which is to empower advisers to meet the evolving needs of their customers, in order to provide them with a more rewarding financial planning and retirement experience.
Our shareholders
HPS Investment Partners, a major US private equity provider, is the majority shareholder of our parent company - the Nucleus Financial Platforms Group. Epiris LLP is a minority shareholder. We're able to continue to innovate thanks to their investment support.
