Suite B & C, First Floor, Milford House, 43-55 Milford Street, Salisbury, SP1 2BP, United Kingdom
By harnessing Nucleus Wrap, James Hay, Curtis Banks, Talbot and Muir, Dunstan Thomas and Third Financial, we’re building the best retirement focused adviser platforms group in the UK
We're the only large-scale group with a comprehensive range of bespoke platform solutions to meet the evolving needs of advisory and investment management firms of all sizes, as well as their clients. Alongside this we provide a breadth and depth of experience and expertise that you simply can’t find under one roof anywhere else.
We are one of the UK's leading independent groups for investment platforms, products and WealthTech software.
We focus solely on the advice sector, there's no vertical integration, no investment funds or investment solutions, we just provide adviser firms with operational efficiency to enable them to grow their businesses.
The Modular iPlan brings together pensions, savings and investments in one secure place. With our market-leading SIPP at its core, our flexible platform gives you all the tools you need to future-proof your clients’ assets. Flexible - Our Modular iPlan provides the flexibility to amend, change and adopt new investment propositions as......
One platform, one vision, leading technologyThe 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. Intuitive The Nucleus......