Yorkshire-based financial planners Atkinson Smith is to join the IFA-owned wrap proposition, Nucleus.
Founded in 1973 and situated in Doncaster, the advisory business is one of the largest independent financial planners in Yorkshire, with over 2,000 clients and around £60m under advice. Just like all other existing members of the wrap, Atkinson Smith has taken an equity stake in Nucleus, allowing it to play a part in the future direction and running of Nucleus to enhance customer service. The move brings the wrap proposition's tally of stakeholders who own and control the platform to approximately 60. "We have watched the development of the platform market for some time and followi...
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