Nucleus Adviser Login

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Apr 10, 22 (Updated: Sep 06, 22)

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1. Nucleusfinancial.com
Critic Wellington, New Zealand 2 years ago

Nucleus is an award winning online wrap platform, launched in 2006 by a group of seven financial adviser firms who set out to create a platform with a ...

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2024-05-02 07:54:00 200 196 Page Active
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2. Comparetheplatform.com
Editor 2 years ago

Nucleus - CompareThePlatform

https://comparetheplatform.com/platform/nucleus/

website builders Nucleus is an advised platform created, in 2006, upon the realisation that pensions and investment products were not as flexible as they ...

2
1
3. Jameshay.co.uk
Populist Warsaw, Poland 2 years ago

Nucleus Financial acquisition - James Hay

https://www.jameshay.co.uk/nucleus-financial-acquisition-inv/

We're now pleased to be able to confirm that the FCA has approved the acquisition. This deal creates one of the leading, independent, adviser platform groups in ...

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4. Novia-financial.co.uk
Critic 2 years ago

Novia Financial - Home

https://www.novia-financial.co.uk/

Novia offers a new wealth management service for investment advisers and their clients.

4
1
5. Morningstar.co.uk
Teacher 2 years ago

Nucleus Financial Group Agrees To GBP145 Million...

https://www.morningstar.co.uk/uk/news/AN_1612863356847956500/nucleus-f...

James Hay said it provides retirement solutions to larger financial adviser firms, while Nucleus Financial's financial planning and ...

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6. Ftadviser.com
Reviewer Karachi, Pakistan 2 years ago

Nucleus to invest £3m a year in tech as profits tumble - FT ...

https://www.ftadviser.com/investments/2020/09/08/nucleus-to-invest-13m...

Stuart Geard, chief financial officer at Nucleus, told FTAdviser the adviser platform had a “strategy to become the most technology enabled ...

2
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Guru London, United Kingdom 2 years ago

Nucleus - FT Adviser

https://www.ftadviser.com/nucleus/

FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, ...

3
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7. Ibossam.com
Refiner 1 year ago

MPS Now Available On Nucleus - IBOSS Asset Management

https://www.ibossam.com/mps-now-available-on-nucleus/

Nucleus. Nucleus is an award winning online wrap platform, launched in 2006 by a group of seven financial adviser firms who set out to create a ...

5
1
8. Nucleusadvisors.in
Outspoken Dublin, Ireland 1 year ago

Nucleus Advisors

https://nucleusadvisors.in/

field of Corporate Advisory, International Taxation, Investment Banking and Valuations. We partner entrepreneurs in their critical decision makings by providing ...

2
1
9. Investmentweek.co.uk
Legendary Serbia, Belgrade 1 year ago

The latest nucleus-financial news for investment advisers and ...

https://www.investmentweek.co.uk/tag/nucleus-financial

Nucleus allows financial advisers to give their clients access to all their financial investments, from ISAs to pensions, in one online account.

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10. Calastone.com
Legendary Kochin 1 year ago

Nucleus - Calastone

https://www.calastone.com/customers/nucleus/

Nucleus: case study. Edinburgh-based Nucleus Financial Services Limited provides wrap platform services to UK Financial Advisers. Case study.

8
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11. Nucleuswealth.com
Teacher Mumbai, Maharashtra, India 1 year ago

Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind.

2
1
12. Investorprofile.co.uk
Populist 1 year ago

Nucleus Financial Adviser | Low Cost Fees - Investor Profile

https://www.investorprofile.co.uk/nucleus-financial-adviser

As a financial adviser we use Nucleus as our main platform to manage client assets, so if you would like to join us we can help.

2
1
13. Citywire.com
Organizer 1 year ago

Nucleus CEO Ferguson exits after James Hay takeover

https://citywire.com/new-model-adviser/news/nucleus-ceo-ferguson-exits...

When announcing the departures, the company said the combined group would use the Nucleus name with advisers going forward because it is ...

1
1
14. Scotsman.com
Teacher Boulder, CO 1 year ago

Edinburgh fintech Nucleus to stay in capital but some jobs to ...

https://www.scotsman.com/business/edinburgh-fintech-nucleus-stay-capit...

Nucleus Financial Group, the Edinburgh-based fintech, is set to disappear from the stock market after being acquired in a deal that will ...

4
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15. Thewealthmosaic.com
Scholar Columbus, OH, USA 1 year ago

Nucleus Financial - The Wealth Mosaic

https://www.thewealthmosaic.com/vendors/nucleus-financial/

The adviser-built wrap platform, supporting financial advisers in creating brilliant client outcomes · Our story. Nucleus was created in 2006 by a group of seven ...

3
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16. Professionaladviser.com
Outspoken Barcelona, Spain 1 year ago

Private equity-owned James Hay buys rival Nucleus for £145m

https://www.professionaladviser.com/news/4026907/private-equity-owned-...

Nucleus's largest shareholder Sanlam has agreed to the deal. ... Already a Professional Adviser member? Login ...

2
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17. Brewin.co.uk
Informed New Delhi, Delhi, India 1 year ago

Managed Portfolio Service | Brewin Dolphin

https://www.brewin.co.uk/intermediaries/our-services/managed-portfolio...

Designed exclusively for the financial adviser marketplace, MPS provides fund ... Novia, Nucleus, Standard Life, Standard Life Elevate and Zurich.

5
1
18. Investegate.co.uk
Populist Madison, WI 1 year ago

Q2 2021 AUA update - Nucleus Financial Gp - InvestEgate

https://www.investegate.co.uk/nucleus-financial-gp--nuc-/rns/q2-2021-a...

- Net inflows were £193m up 17.0% against Q2 2020. - Advisers actively using the platform increased by 0.5% in Q2 2021 compared to the previous ...

4
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19. Moneymarketing.co.uk
Critic Grand Rapids, MI 1 year ago

FCA approves James Hay acquisition of Nucleus - Money ...

https://www.moneymarketing.co.uk/news/james-hay-completes-acquisition-...

The development paves the way to create a £47bn adviser platform monster and ends a long period of speculation. A statement said the deal offers ...

6
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Frequently Asked Questions

How safe is Nucleus Financial?

Your security
We are authorised and regulated by the Financial Conduct Authority (FCA). In line with the FCA's rules, we hold your assets in separate accounts and investments. This means they're completely independent from Nucleus and therefore protected from anything that might happen to us as a company.

What does Nucleus financial do?

What do we do? We provide a fully independent wrap platform with access to a wide range of tax wrappers and an open architecture approach to investments. The platform allows you to combine all of your clients' assets into a single, manageable online account.

What is a Nucleus pension?

The Nucleus Pension account is a self-invested personal pension (Sipp) with accumulation and decumulation options, which means you can easily adapt it to your client's lifestage. ... We also offer pension-specific tools on the platform.

What is the Nucleus wrap?

The Nucleus wrap allows you to combine, or wrap, all of your clients' investments into a single, manageable online account through a modern, service orientated, open architecture platform. This gives you the freedom to create financial plans to suit each and every client quickly and efficiently.

Recent Tweets By nucleuswrap

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@nucleuswrap An increasing number of financial planners and advisers realise that the ability to coach a client can add huge value to client relationships. But where do you begin? @JohnDashfield provides his top 10 coaching books on today's #illuminate https://t.co/hRb3slYacP
2023-01-17 09:09:59
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@nucleuswrap 2023 offers an opportunity to construct portfolios using a broader range of investment vehicles that can more closely match a specific client outcome says Claire Bennison on today’s #illuminate https://t.co/L54CBqyXgA
2023-01-16 03:31:32
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@nucleuswrap Financial planning award winners @BeckettsFs share five ways they provide exceptional customer service in today’s illuminate https://t.co/WHcF0Hmvn1
2023-01-10 09:02:59
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@nucleuswrap Predicting what might happen next might seem crazy in the current climate, but there are ways to anticipate the future, to minimise potential stress and maximise the opportunities says Bruce Ely-Johnston of Advice Bridge, in our first illuminate of 2023. https://t.co/Rx4owdFOsJ
2023-01-09 09:00:59
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@nucleuswrap cc @mantaromoney @Tom_SkinnerBC @AlanJSmith @GroupVerve @simonnegnessen @consult_para @HUMconf 🙌🏼 https://t.co/0rQwc95J1q
2022-12-21 09:28:12
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@nucleuswrap It’s been another busy year for illuminate online, but what articles have piqued your interest? @FaithLiversedge provides a rundown of the most read articles of 2022: https://t.co/lngWczLIHT
2022-12-21 00:00:00
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@nucleuswrap A new regime in policy and market behaviour is unfolding which investors need to understand if they are to find the best opportunities and safeguard their portfolios, says Azad Zangana @Schroders_UK https://t.co/ZXV5vGvU47
2022-12-20 00:00:00
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@nucleuswrap Paul McAnulty was recently promoted to Director of Data Solutions. We asked him why data plays such an important role in the service we offer?
2022-12-20 00:00:00
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@nucleuswrap With another year tax year on the horizon, it’s a good time to look at end of year tax planning ideas that are available for clients. Neil MacGillivray, our Head of Technical Support, shares his thoughts on today’s illuminate: https://t.co/3p36teJdBc
2022-12-19 00:00:00
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@nucleuswrap We speak to Nicola Ellis @WWLNicola, director of Wellington Wealth, about her role, the firm’s regular strategy meeting ‘WellyFest’, and her dream of being a superstar DJ. https://t.co/OhjjJv9im2
2022-12-14 00:00:00
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@nucleuswrap It’s 10 years since the RDR. How have M&A deals changed a decade on? Louise Jeffreys @Gunnerandco investigates on today’s illuminate. https://t.co/LlNPlgIdCG
2022-12-13 00:00:00
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@nucleuswrap Tis the season to be wary: while everyone else is busy dancing to Maria Carey and sipping mulled wine in the run-up to Christmas, the fraudsters are hard at work. Our Compliance Analyst Catriona Carter shares her tips on how to keep your clients safe https://t.co/xRDYffy21t
2022-12-12 00:00:00
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@nucleuswrap “We have a duty to give back by engaging with local communities and finding areas, causes, charities or organisations that we can help in any way.” Kerry Nelson @nexus_IFA_Ltd discusses how firms can benefit from community engagement on today’s illuminate. https://t.co/q6v8dyc7rD
2022-12-07 00:00:00
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@nucleuswrap Today we're delighted to announce the launch of the Nucleus Foundation, our new, dedicated philanthropic arm, supporting the causes that matter most to our people and the communities in which we operate. We have an initial £750,000 of funding and can’t wait to get started!
2022-12-07 00:00:00
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@nucleuswrap How can businesses prove their positive culture in a way that's genuinely believable? ISO 45003 - the Wellbeing Standard of Excellence - could be the answer, says Michelle Hoskin @littlemisswoww https://t.co/zVHzndyDtG
2022-12-06 00:00:00
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@nucleuswrap Tom’s client Peter was understandably concerned that his £50,000 investment was now only worth £35,000. Ten years later, his portfolio was worth £300,000. Tom_SkinnerBC tells his story in today’s illuminate. https://t.co/rQDLpOGo21
2022-12-05 00:00:00
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@nucleuswrap Phil Billingham and Shannon Currie of @Perceptiveplan and David Crozier of Navigator Financial Planning recently raised £3,000 @pfsconf . Here @PhilBillingham explains where that money will go. https://t.co/ixejsQe0Hk
2022-11-30 00:00:00
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@nucleuswrap Hayley Rabbets @GroupVerve is on a mission to encourage more people to open up about money. Find out more about how we can all #BreakTheTaboo on today’s illuminate.  https://t.co/nBsbQeoKRN
2022-11-29 00:00:00
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@nucleuswrap Now that you have a Consumer Duty Implementation plan in place, how do you bring it to life? Graeme Stewart @consult_para shares his tips  https://t.co/xpfOMT1CQz
2022-11-28 00:00:00
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@nucleuswrap The key to creating value begins with your own state of mind says @JohnDashfield in his latest piece: ‘Do you have a value-creating mindset? https://t.co/RivHVXOQGI
2022-11-23 00:00:00
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@nucleuswrap COP27 drew to a close last week, so what’s the impact for investors? Our Sustainable Investment Analyst Daniel Boyd provides his analysis. https://t.co/IAcyyG7bap
2022-11-22 00:00:00
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@nucleuswrap Financial planning firm Becketts recently walked away with two major Money Marketing Awards, including Advice Firm of the Year. We talk to Dominic McLoughney @BeckettsFs about their approach to fees, marketing and 'omotenashi' client care. https://t.co/mDsRelTGwZ
2022-11-21 00:00:00
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@nucleuswrap Here are some of the Nucleus team having a fantastic evening at the @WIfinanceawards in London last night. Congratulations again to this year’s deserving winners and nominees and we look forward to seeing you all next year! #WeAreNucleus #WIFAwards https://t.co/V6WFdC8bOA
2022-11-17 00:00:00
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@nucleuswrap Autumn Statement: Neil MacGillivray, our Head of Technical, breaks down the key announcements: https://t.co/0dQMWdIDUq
2022-11-17 00:00:00
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@nucleuswrap Where is the DB industry today, and where is it heading? James Sheehan @hymansrobertson discusses the future of services for DB schemes in this short podcast. https://t.co/ooE7vZYGQc
2022-11-16 09:10:00
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@nucleuswrap Congratulations to everyone nominated for this year’s @WIfinanceawards and good luck for the award ceremony in London this evening - looking forward to seeing you all there! https://t.co/4HWS6Zv4zT #Womeninfinance #WeAreNucleus
2022-11-16 00:00:00
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@nucleuswrap Proud to be sponsoring this year’s @WIfinanceawards in London this week. Our very own Nicole Coles is shortlisted in the 2022 UK Finance Team and Accountant of the Year categories #Womeninfinance #WeAreNucleus
2022-11-15 10:37:22
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@nucleuswrap “Financial advice is a luxury product, and until we find a way to scale real personal advice, it will stay that way.” Andy Hart @HUMconf discusses the Wealth transfer hype on today’s illuminate. https://t.co/QnFGlDCN7C
2022-11-15 09:08:00
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@nucleuswrap What next for the global economy? Lothar Mentel @TattonIM share his thoughts on today’s illuminate: https://t.co/j9pC0QM9wK
2022-11-14 09:05:59
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@nucleuswrap @Paul_McCubbin We'll be in touch soon.
2022-11-11 12:17:46
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@nucleuswrap “The UK might be like your most chaotic friend… but it’s still worth putting the time in.” Kel Nwanuforo @assetintell takes a look at what the new PM might mean for the economy in today’s illuminate https://t.co/gVPwTcWgDo
2022-11-11 09:06:59
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@nucleuswrap Selecting the right technology partner isn’t always easy. Paul Miles @paulmiles77 provides an 8-point checklist on today’s illuminate https://t.co/YMfcyXpOXy
2022-11-09 02:53:09
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@nucleuswrap If you're a regular user of the Nucleus Wrap platform register now for our online user session. Join us on Tuesday 22 November at 1pm for all the latest on our service improvement plans and platform development. Email [email protected] for joining details.
2022-11-08 12:30:00
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@nucleuswrap “Why does everyone in financial services like hiding behind jargon? It’s not big, and it’s not clever.” Kerry Nelson winner of Money Marketing’s Adviser Personality of the Year award speaks her mind on today’s illuminate. https://t.co/zt995u7PIz
2022-11-08 09:01:00
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@nucleuswrap “For those with strong stomachs and long-term time horizons, the moment of maximum pessimism could be close,” Kel Nwanuforo @assetintell contemplates what Rishi Sunak’s reign might hold in today’s illuminate https://t.co/NssC1Emkaw
2022-11-07 09:09:00
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@nucleuswrap We’ve restructured our technology team, appointing Jenny Thorpe as Chief Business Architect and Angela Cooper as Director of Technology. The appointments reflect our continued focus on building scale and investing in technology, products, price and service #WeAreNucleus
2022-11-02 09:40:25
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@nucleuswrap “I know you don’t have a crystal ball, but when it is going to end?!” Clients can’t help but ask these questions - this is one way to answer them, says Andrew Dines @AAB_Wealth. https://t.co/qapGju5cOd
2022-11-02 09:05:59
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@nucleuswrap One in four women has suffered some form of financial or economic abuse from someone they know in the UK. It’s time for the profession to step up says @littlemisswoww https://t.co/Sr1xbX9YZi
2022-11-01 09:04:00
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@nucleuswrap Does the world need another podcast? @HatTipNick thinks so. Welcome to The Real Adviser Podcast, created by practitioners, for practitioners. https://t.co/brLFlSgRla
2022-10-31 09:02:59
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@nucleuswrap “There are 20,000 advisers and millions of people in the UK; if we worked more collaboratively we’d strengthen rather than harm the profession.” Advisers need to change the way they use Twitter says Tom Skinner @BarnabyCecilFP on today’s illuminate. https://t.co/PWGgkJCNNZ
2022-10-28 08:03:59
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@nucleuswrap Transferring pension rights presents advisers with a number of challenges. Our Head of Technical Support Neil MacGillivray helps to explain them on today’s illuminate https://t.co/0ZwoVbFXUV
2022-10-26 08:09:59
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@nucleuswrap Ten years on from auto-enrolment pension schemes being rolled out, our Chief Commercial Officer Alex Kovach examines the profound impact on long-term savings. Read more in FT Adviser: https://t.co/UjCHewtdGZ
2022-10-26 01:31:56
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@nucleuswrap “It’s a nice type of pressure to have - it means we mean something to someone.” Tom Skinner @BarnabyCecilFP talks about his role, his business and what he’d change about the profession on today’s illuminate https://t.co/yUqXvQnRUG
2022-10-25 08:07:59
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@nucleuswrap How does the Consumer Duty impact a firm’s approach to vulnerability? Megan Wicks @GroupVerve examines the FCA’s four outcomes in this light. https://t.co/09wFeruxiG
2022-10-24 08:06:00
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@nucleuswrap If you missed Ian Linden consider some of the ‘myths’ around the LTA at our #IlluminateLive2022 events, you can catch him virtually. Find out more and register now #ifas #financialadviser #financialplanning #taxplanning #lta
2022-10-20 11:30:00
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