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

AJ Bell platform AUA up 12% in Q3 to £121.5bn

AJ Bell platform AUA up 12% in Q3 to £121.5bn

Up 26% over the last year

Jenna Brown
clock 23 July 2026 • 2 min read
VUKPA 2026: Platform of the Year and adviser finalists revealed

VUKPA 2026: Platform of the Year and adviser finalists revealed

Vanguard UK Platform Awards 2026

Professional Adviser
clock 22 July 2026 • 1 min read
Why the need to master data is now business critical

Why the need to master data is now business critical

'Most advisers, it seems, are tolerating data delivery from platforms and pension providers'

Chanelle Paynter
clock 15 July 2026 • 4 min read