Nucleus Financial

The page introduces Nucleus, an adviser-built platform, and guides advisers and clients through the site.

The new Nucleus Platform uses intuitive technology to offer users more choice and control over pensions and investments.

On 9 February 2021, an announcement was made to the stock market by James Hay Holdings Limited regarding an offer to acquire Nucleus. James Hay Holdings is owned by a private equity firm called Epiris.

The Nucleus Platform is designed for advisers looking to make retirement more rewarding and provide solutions for their clients' needs.

The blog provides practical tips, industry updates, and expert perspectives for business growth.

The company offers tech materials, CPD-certified events, and research downloads.

The UK tax strategy ensures compliance with all applicable laws and regulations.

The media hub provides journalists with Nucleus news, press coverage, and media contacts.

Nucleus announced the recommended acquisition of Curtis Banks Group plc in January 2023.

The page outlines Nucleus values and culture expectations for potential employees.

Nucleus highlights its workplace culture, rewards, benefits, and career opportunities.

The page lists panel solicitor fees and associated costs.

The page displays model portfolios and their corresponding DFM fees, accessible via expandable icons.

The board and executive team uphold high standards of corporate governance.

The executive management team and the board of directors recognise the value and importance of maintaining the highest standards of corporate governance.

James Hay, the first UK SIPP provider, offers retirement products and services.

The page covers Nucleus history, experience, press releases, and partnership opportunities.

The company supports local programs for disadvantaged people and employees in need.

Recommended acquisition (the “Acquisition”) by Nucleus Clyde Acquisition Limited (the “Bidco”), a newly formed company wholly-owned by Nucleus Financial Platforms Limited, of Curtis Banks Group PLC (“Target”).

The gender pay gap report details pay differences between men and women at Nucleus.

The page provides contact information for users of Nucleus Wrap, James Hay platform, or Curtis Banks products.

The page explains how customers of Nucleus Wrap and James Hay Online can contact the company.

The company provides a complaints process for service dissatisfaction.

The Nucleus Foundation page describes how to contact the company for information about its support services.

The company operates investment platforms, products, and wealthtech software as an independent group.

The page summarizes how personal information is collected, used, and what rights users have regarding it.

The Nucleus Foundation privacy notice outlines how user information is handled and details user rights.

The page lists regulatory disclosures required by Nucleus.

The terms of use outline compliance with product and service rules.