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Nucleus
Willingness to recommend
3.67/5
About the provider
As one of the UK’s first SIPP providers, we pride ourselves on our expertise and innovative approach to retirement wealth planning. We have developed a secure platform with a flexible proposition for advisers to manage their clients' investments all in one place throughout the lifetime of their retirement and wealth planning journey - The Modular iPlan. Our platform is simple to use and provides a fairly priced solution which is trusted by over 58,000 investors.
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Ownership:
Private equity backed, by Epiris GP Group.
AUM:
£18.1bn as at 30th September 2023
Partnerships:
James Hay platform: proprietary (moving to FNZ); Nucleus: Bravura (Sonata) moving to FNZ
NextWealth analysis
Nucleus is owned by private equity firms HPS (majority) Epiris (significant minority) and combines the James Hay and Nucleus Wrap platforms. The firm is going through a lot of change and plans to move both platforms to FNZ.
The view among executives at Nucleus is that scale will win among platforms. Unlike other platform acquirers, they plan to consolidate assets onto a single tech infrastructure. We hope they are able to do the hard job of consolidating assets to a single technology backbone. Such a feat could be a game-changer for platform pricing.
Integrations
Based on 72 reviews
3.53/5
Integrates One Way
Integrates Both Ways
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No integrations available for Cashflow Modelling
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Reviews
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Value for money
Service
"Overall
Anonymous
September 2023
Willingness to recommend
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Anonymous
September 2023
Willingness to recommend
Integrations
Value for money
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"We receive a brilliant service
Anonymous
September 2023
