I am an independent financial adviser and the service my clients and I have received since the migration from the James Hay platform to Nucleus has been appalling. One of my clients has been waiting for over 4 weeks for the payment of a tax-free cash lump sum and today, having spoken to Nucleus for the 5th time, they still cannot provide an update nor a timescale for when my client will receive his tax free cash he required.As things currently stand, I will not be recommending any new business to Nucleus and I will also consider transferring the 70+ SIPP accounts I currently hold with Nucleus for my clients.
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Nucleus Financial Platforms is one of the leading investment platform groups in the UK, we work with around 5,000 adviser firms to look after over £43bn of their clients’ money.
We provide access to products like ISAs and pensions, and a wide range of investments including funds, equities and bonds.
Our scale and profitability enable us to invest in products, price and service. This will ensure our platforms meet the needs of advisers in helping them make the retirement of their clients more rewarding.
We understand that things like personal circumstances, life altering events, or health can sometimes mean our customers need some extra support from us. For more information on the support we can provide please visit https://nucleusfinancial.com/supporting-customers or speak to one of our team.
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