Four new firms have taken an equity stake in IFA-owned platform Nucleus.
Southampton-based Cube Financial Planning, Finchley-based Philip Masters IFA, Staffordshire-based Intelligent Wealth Management Partnership and wealth manager Totus - which has offices in Gibraltar, Spain and the UK - have all joined David Ferguson's wrap. Cube Financial Planning was set up by Mike Godfrey who previously launched FS3, the wealth management business sold to Bluefin in 2008. "Being owned by its member IFAs enables Nucleus to stand out in the industry, thanks to the level of input it receives from its adviser community," said Godfrey. The new member firms join as the ...
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