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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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Review Time

Barry Elliott
I was having difficulty with my account…

I was having difficulty with my account access and needed someone to help keep my access secure.Richard was most understanding, kind and helpful and very quickly helped me to understand how to achieve what I needed. I am grateful to be able to understand how to achieve this myself. Thank you Richard

5
Date of experience: Nov 05, 2025
Ian Rogers
Christopher was very efficient getting…

Christopher was very efficient getting access to the online platform, quickly going through the authentication and setting up the account. Bit of a shame that had to be done by phone, but it only took a minute so it's fine.

5
Date of experience: Nov 03, 2025
Fiona Lord
Ver helpful

I needed some help, and Richard very kindly, and patiently guided me through the process. Thank you

5
Date of experience: Nov 03, 2025
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robert simmons
Very Helpful

A great customer experience speaking with Christopher who was able to deal with my request efficiently and promptly and provided an outcome I didn't think was going to be possible in the time frame.

5
Date of experience: Oct 31, 2025
Richard
Most of the funds were transferred…

Most of the funds were transferred quickly, but part of the fund is still yo be repaid.

3
Date of experience: Oct 31, 2025
Jude Helen
Shelby displayed superb customer relations

Shelby was professional and compassionate in dealing with my case going the extra mile to resolve. She executed superb customer relations.

5
Date of experience: Oct 30, 2025
Wendy Cavens
Well informed, friendly and businesslike

I spoke to Sarah who was very helpful in explaining my options and she talked me through the process of what i wanted to do. She was businesslike and friendly and i now know to expect.

5
Date of experience: Oct 30, 2025
Richard Cox
Friendly and professional service

The telephone was answered quickly, the person I spoke to was professional and friendly and I received the information I wanted very quickly. She made everything very easy.

5
Date of experience: Oct 30, 2025
campbell smith
A shepherdess to the rescue

I was shepherded through the system by the thoughtful, understanding, patient, cheerful and professional Sarah. Thank you Sarah.

5
Date of experience: Oct 30, 2025
Matthew Nesbit
An absolutely appalling experience

An absolutely appalling experience. Classic delays to retain assets.

1
Date of experience: Oct 30, 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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