Swansea firm takes stake in Nucleus

clock

Swansea-based Estate Capital Financial Management has become the latest firm to join IFA-controlled wrap Nucleus.

The firm of chartered financial advisers has taken an equity stake in Nucleus and says the wrap's ownership structure played a key role in it signing up. "We felt that the Nucleus proposition and thinking was most closely aligned with our own philosophy," says MD Chris Davies. "In addition, the ownership structure ensured we would continue to have our say in the future direction of the platform, something that was important to us." Founded in 2004, the seven-strong team of Estate Capital provides financial solutions to both corporations and individuals. Earlier this month, Nucleus ...

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 Wrap/platforms

Quilter reports platform net inflows of £1bn in first quarter

Quilter reports platform net inflows of £1bn in first quarter

Ongoing adviser charging review to start shortly after FCA talks

Jenna Brown
clock 24 April 2024 • 2 min read
Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read