The results of our
Voice of the Adviser survey are in!
New on-demand technical webinar available now!
Watch technical expert Julia Peake as she simplifies the taxation of trusts in this informative webinar.
Latest factsheet
Read our latest factsheet on Pensions and Inheritance Tax, written by Technical Services Director Andrew Tully, which looks at the proposed IHT changes and the impact they might have.
Is Nucleus the right platform for you and your clients?
Find out in our adviser brochure, due diligence support guide and 2023 financial results.
101.6
bnAssets under administration
250
kCustomers
5.2
kAdvice Firms
Who we are
James Hay, Nucleus Financial, and Curtis Banks have come together.
Our combined scale and profitability have enabled us to invest in our products, technology, price, and service to create a new retirement focused platform designed to help you meet the evolving needs of your clients.
Introducing Richard Rowney
Meet our Chief Executive Officer, Richard Rowney and read about his plans to transform the business.
Helping make retirement more rewarding for your clients
Coming together
Nucleus Wrap was developed by a group of advisers who wanted to create a client centric platform and give advisers greater control over customer outcomes.
James Hay was one of the first SIPP providers in the UK, pioneering the modular approach to retirement wealth planning.
Curtis Banks bring extensive experience in the SIPP and SSAS space, further expanding our pensions expertise as a group.
The digital capability of Nucleus Wrap, combined with the pensions expertise of James Hay and Curtis Banks, means we can offer a range of platform solutions and products to meet your clients’ needs.
Why work with us?
Choice
We offer a full suite of tax wrappers and investment options.
And with a choice of platform solutions and products available, to suit a range of client circumstances, you can be confident their needs will be met now, and in retirement.
Looking for Nucleus Wrap, James Hay Online, or Curtis Banks?
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.
