Nucleus appoints Estate Capital to advisory board

Swansea-based firm appointed to platform board

Nicola Brittain
clock • 1 min read

Nucleus has appointed Swansea-based advice firm Estate Capital to its advisory board.

The advisory board, which was set up when the wrap launched in June 2006, aims to represent the adviser voice for the wrap and hold the company to account. The board comprises eight elected advice firms with each serving a three-year rotation. Member firms meet quarterly to make recommendations on the priorities for the development and changes to Nucleus' business and proposition and agree to raise matters and issues regarding the platform with Nucleus management. Estate Capital was selected to replace Hampshire-based FA Watt after the firm decided to step down. Estate Capital m...

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

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
Aviva named the preferred platform provider by advisers

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

Isabel Baxter
clock 04 March 2024 • 1 min read