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nucleusfinancial.com

nucleusfinancial.com

4.2
4.2 Based on 201 reviews

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 in...

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Average Rating

4.2

/
5

201 Reviews

5 Star
74%
4 Star
3%
3 Star
3%
2 Star
4%
1 Star
15%
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Filtered Reviews

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Review Time

Michelle Day
Tech help

Just had a call to register 2 accounts and had absolutely fantastic help from Nicole who was fantastic. She talked me through setting up both accounts with patience and expertise. Was a wonderful experience and very much appreciated the help.

5
Date of experience: Nov 20, 2025
Mike Cochrane Ashford Customer
It’s all about 5 star service

Sarah couldn’t have been more understanding and helpful. It’s not often that one gets five star treatment within any organisation these days so it’s comforting to know Nucleus and the team set the standards for others to follow.,

5
Date of experience: Nov 18, 2025
S Baker
Richard was very helpful and got me…

Richard was very helpful and got me logged back in immidiately. very polite and friendly.

5
Date of experience: Nov 17, 2025
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Big G
Log in help

We all know how frustrating log in details can be.Christopher listened patiently to my situation and acted helpfully and efficiently.

5
Date of experience: Nov 17, 2025
Janet Kent
Great customer service …

I received excellent advice information and customer service this morning from Hannah. Extremely knowledgeable and helpful I very much appreciated her care and commitment to customer service. Thank you

5
Date of experience: Nov 14, 2025
Josie Rose
Super Helpful

I needed urgent CGT information for an important client but the Narrate CG tool was not working for me in that the PDF was not going into my downloads. I called the adviser helpline and spoke to Patrick. Patrick helped me try a different browser, when this still didnt work he created all the relevant reports I needed and I received these via password protected email within 15 minutes from our call finishing. It had all the right accounts and the specific dates I asked for. I could not have had better customer service than with Patrick, he was helpful, efficient and rushed to get the information to me so that I could send the reports off and finish on time for the weekend. I have never had better customer service after 2 years of making phone calls to providers/platforms. Please pass on my gratitude and I think Patrick deserves some form of recognition for the difference he is making to us and clients in his supportive service.

5
Date of experience: Nov 14, 2025
customer
Called today to ask for help logging…

Called today to ask for help logging on. Richard was very helpful, polite and efficient. A speedy resolution. Thank you

5
Date of experience: Nov 14, 2025
Bee
Hannah was helpful

Hannah was helpful. Understood my questions and gave excellent answers. Thank you. 🙏

5
Date of experience: Nov 14, 2025
Nigel Flintoft
Great customer service

No waiting, got straight through to Sarah who handled my query professionally, great customer service - Thanks

5
Date of experience: Nov 12, 2025
Pat Broadhurst
More than happy with the helpful attention I receivedd

I was greatly helped by your staff today.

5
Date of experience: Nov 12, 2025
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Business Details

  • 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.
    See more

  • email communications@nucleusfinancial.com
  • call 01312269800
  • language https://www.nucleusfinancial.com

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