17 years ago, hand-in-hand with a small group of advisers, we set out to revolutionise financial services and change it for the better.

Today we’re one of the UK’s leading, independent, adviser platform and product groups.

We look after about £80 billion in assets, helping nearly 5,000 advisers make retirement more rewarding for almost 250,000 customers.

Our Nucleus Wrap platform allows clients to combine, or wrap, all their investments into a single manageable online account. Instead of having to keep tabs on different investments in different places, with different statements coming in at different times; they can hold all their investments in one place.
Nucleus Go

One of the best things is that clients will have access to Nucleus Go, where they can securely view their investments online 24/7. They’ll see money paid in, withdrawals, fund switches, valuations and performance analysis as well as any correspondence about their accounts.

Our entire company, culture and ethos is built on principles of transparency, trust and respect and reducing complexity. As one of the largest wrap providers our financial strength and consistent profitability enables us to continually improve our service, products and price.

In 2022 alone we:  
  • Invested £4.5m in improving our service
  • Invested £12.6m developing new technology
  • Attracted over 130 new colleagues into our business