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Nucleus
nucleusfinancial.com/advisers

Nucleus Financial Platforms is one of the UK's leading independent groups for investment platforms, products and wealthtech software. It’s the only large-scale group with a comprehensive range of bespoke platform solutions to meet the needs of advisory and investment management firms of all sizes. It operates the Nucleus Wrap and James Hay Online retail investment platforms, and through Curtis Banks and Talbot and Muir is one of the UK’s largest administrators of SIPP and SSAS products. 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.

Working exclusively in partnership with over 5,300 financial advisory firms, the group now administers over £100 billion of investments on behalf of over 230,000 UK customers, seeking to deliver great service and financial outcomes for them, and ultimately help make their retirement more rewarding.

*As at February 2025

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