Nucleus signs up 60th firm

clock

Nucleus has signed up its 30 th firm so far this year bringing the total number of IFA-member firms to 60, and the number of individual advisers using the platform to over 300.

The latest recruit - Leicester-based Westerby Investment Management - provides financial advice to both private and corporate investors in the UK and Europe. As with all other existing member-IFAs, the firm has taken an equity stake in Nucleus. Les McLintic, group managing director of Westerby Investment Management, commented: "As a company that has created a modern financial practice based on trust and integrity, we felt Nucleus was aligned to our vision of a transparent fee-paying relationship. Having looked at many of the other platforms on the market it was the Nucleus proposition tha...

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 Technology

'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read
Utilising clean data to power business decision-making

Utilising clean data to power business decision-making

In 2023 120 zettabytes of data was transacted globally

Abhishek Vethanayagam
clock 24 April 2024 • 3 min read
Woven Advice closes SEIS fundraising for data management solutions

Woven Advice closes SEIS fundraising for data management solutions

‘Advisers are held back by the quality of their data and their inability to fix it’

Hope Coumbe
clock 23 April 2024 • 1 min read