Tom Ellis: The latest evolution of Nucleus Financial

'Founding principles'

clock • 4 min read

In March, Professional Adviser revealed two intriguing stories about adviser platform Nucleus. Here, Tom Ellis explores what some experts - and Nucleus' founder David Ferguson - make of the recent changes

In a platform market full of life and investment company-owned propositions, Nucleus has always painted itself as the independent, IFA-owned player. It has become a very successful business over the years by only working with advisers that fit its values and stressing the difference between itself and its rivals - particularly vertically integrated companies. Nucleus is a platform made by IFAs for IFAs.  That is what made the two revelations our reporter Sophie King made in the last month surprising. First, Professional Adviser revealed Nucleus had been offering discounts to some advice ...

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 Investment

Quality investing: Holding conviction when markets test investors

Quality investing: Holding conviction when markets test investors

Quality investors have no doubt had their conviction 'severely tested' of late

Scott Spencer
clock 31 March 2026 • 5 min read
Darius McDermott: The five-year laggards - can they revive?

Darius McDermott: The five-year laggards - can they revive?

'It's a complex backdrop for investors'

Darius McDermott
clock 31 March 2026 • 6 min read
Protecting portfolios during heightened inflation risk

Protecting portfolios during heightened inflation risk

'This is a year for careful, defensive positioning'

Fahad Hassan
clock 30 March 2026 • 3 min read