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 following a period of intense research feel that the Nucleus proposition is most closely aligned to our own business," says Will Palmer, financial development manager at Atkinson Smith.
"The opportunity to be part of this pioneering concept will allow us to continue to offer clients the high levels of support and service they have come to expect while allowing us to play a central role in the future development and direction of the platform," he adds.
Atkinson Smith offers a financial planning service to businesses and high net worth individuals, with an advisory team of five focusing on investment and retirement planning, group protection and pensions plus employee benefit packages.
Plus worked example
Risk-profiling tools have provided a framework for advisers to manage client expectations but, writes Chris Fleming, key issues persist that have varying levels of implications for advisers and clients
100 new clients
Achievements, charity work and other happy snippets
Square Mile’s series of informal interviews