Our company

We’re not like any other platform provider and never have been.

Our ambition is to create a platform with a difference and put the customer centre stage. 

That’s why we take our culture, values, brand, and social responsibility seriously.

Our leadership team

Our Board of Directors is made up of both executive and non-executives members.

Inclusion and diversity

Inclusion and diversity is embedded in our culture and everything we do. We’re trying to change financial services for the better.

Part of this is ensuring that we have the best people and teams working with us to create better outcomes for financial advisers and their clients. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

Charity

Raising money for our charity partners allows us to give something back while instilling a sense of pride in ourselves and what we can achieve as a team.

Each year we come together as a company to pick our charity partners for the year and think of new fundraising ideas. Whether it’s trekking across mountains, jumping out of planes or baking cakes, we give it our all.

Careers

Interested in joining us?

Explore location-friendly, flexible opportunities and join us on our mission to become the best loved platform for advisers and their clients.


Our awards

2024 Defaqto Gold Service Rating for Pension Service

Nucleus Wrap

2024 Defaqto Gold Service Rating for Platform Service

Nucleus Wrap

Our history

2024

Nucleus acquires Third Financial, creating a £97bn adviser platform group, expanding its proposition for advisers and wealth managers.

2023

Nucleus acquires Curtis Banks, incorporating Talbot Muir and Dunstan Thomas, creating an £80bn adviser platform group, making it one of the UK's largest platform providers.

2022

The Nucleus Foundation is launched.

HPS Investment Partners (“HPS”) acquires a majority stake in the business, joining existing shareholder Epiris.

2021

James Hay acquires Nucleus, creating a £47bn adviser platform group.

2019

Nucleus hits £15bn.

2018

Nucleus becomes a public listed company.

2017

James Hay breaks the £25bn barrier, Nucleus hits £14bn.

2017

James Hay launches the Managed Portfolio Panel.

Nucleus launches Narrate, its performance reporting tool, and hits £9bn AUA.

2014

James Hay launches the Modular iPlan.

2013

James Hay launches the Modular SIPP.

2012

Nucleus hits £4bn.

2011

Nucleus launches its General (gross) account.

2010

Nucleus hits £2bn.

2008

Nucleus introduces its model portfolio self-service.

2006

The Nucleus wrap platform goes live.

2003

The Abbey Wrap is launched, one of the first wraps to be authorised and regulated by the then FSA.

1996

The James Hay SIPP is launched.

1994

James Hay becomes part of Abbey PLC.

1979

James Hay founded as a private company.

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