Tax year end has never been easier
Our tax year end hub provides all the support you need. From step-by-step guides to key dates and deadlines, we'll help you with every aspect of tax year end.
Nucleus Financial Platforms group
Visit our new group website to learn how we plan to combine our digital capabilities with the pension expertise of James Hay to create the UK's best retirement-focused adviser platform.
Our flexi Isa is now live
We’re really excited to share that our Isa is now flexible and applies to new and existing Isas. Take advantage before the end of this tax year.
Sonata 11.1 upgrade
We've a number of exciting new enhancements planned for the months ahead. Check out our development roadmap to find out more.
We are Nucleus
The Nucleus wrap platform was built for advisers, by advisers. Created in 2006 in collaboration with financial advisers we set out to create a sea-change in financial services by putting clients' centre stage and creating a business that focused on the strategic alignment of clients and their advisers.
Since day one we’ve worked hard to develop award-winning user-centric technology, engaging platform tools, all backed up by five-star service and support offering true value.
The benefits of our platform
Control
Our user feedback is critical to our platform developments. This means we work for you - any developments we make are designed to make your lives easier - not because they might sound good in a marketing brochure.
Choice
We offer access to a wide range of tax wrappers and a completely unbiased choice of over 6,500* investments. You can also access a range of discretionary fund managers on our platform.
Both you and your client can view clear, consolidated information on all their holdings at any time.
*As at March 2021
Influence
Nucleus users - advisers, paraplanners or administrators - benefit from being part of a community who meet up regularly through our events programme to share best practice and gain CPD.
Support
Partnering with Nucleus lets you benefit from a range of business development and service support. From bespoke training on how to use the platform, dedicated service teams, and daily blogs on illuminate online, and free access.
Value
We're one of the few consistently profitable and stable wrap platforms in the market going from financial strength-to-strength since 2006.
Future proofed
We're built on next-generation technology, and have the skills and processes to make us the most efficient platform in the UK. This allows us to scale the business for the next decade and beyond. With Nucleus you can be confident that your clients' needs will be met now, and in years to come.
Latest from illuminate
Illuminate article list
Number of articles: 4
Column class: col-md-3
Image size: medium
Could we be perfect partners?
We’d love to find out if you share our vision for financial planning and we can both benefit from those synergies. Why don’t you start the conversation by letting us know more about you as a progressive, forward-thinking firm and we can have a deeper discussion.
Hubspot modal form settings
Change the portalId and formId numbers in the code below
Portal id: 316077
Form id: 41928069-4c81-43c8-9c15-0e68462f4024
Modal title: Could we be perfect partners?
Button text: Start the conversation
Button label: Start the conversation