IFA-owned wrap Nucleus signs up 50th firm

clock

Nucleus, the IFA-owned wrap platform, has signed up its twentieth adviser firm of 2008, taking the total number of firms to 50.

The new firms bring the number of individual IFAs using the Nucleus platform to more than 230 and take assets controlled by the owner-IFA firms to over £7bn. The fiftieth firm to sign up to Nucleus was Westminster Financial Planning, a London-based business specialising in individual and corporate wealth management. Mike Beckwith, managing director of Westminster Financial Planning comments: “Having looked at, and used, a number of the leading platforms on the market, we felt Nucleus was the only proposition that fully met the needs of both our business and our clients. We have worked h...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read
FCA issues warning notice to Neil Woodford over liquidity failings

FCA issues warning notice to Neil Woodford over liquidity failings

The firm failed on four accounts between 2018 and 2019

James Baxter-Derrington
clock 11 April 2024 • 2 min read