Tagged: nucleus

UK’s Nucleus Financial Platforms Group to Appoint Alexander Filshie as CFO

Nucleus Financial Platforms Group, one of the UK’s independent, adviser platform groups, has appointed Alexander Filshie as Chief Financial Officer (CFO), “subject to regulatory approval.” He starts taking over from Mike Regan who, as previously announced, “has been appointed as Chief Commercial Officer.” Mike Regan… Read More

Expected “Record Breaking” UK Inheritance Tax Receipts Demonstrate Need for Financial Planning – Report

HMRC recently announced the latest Inheritance Tax (IHT) receipts. (HMRC tax receipts and National Insurance contributions for the UK (monthly bulletin) – GOV.UK.) For April 2023 to October 2023 these “are £4.6 billion, which is £0.5 billion higher than the same period last year.” This… Read More

Nucleus UK Retirement Confidence Index: Advice Gap Gets All the Focus, but Planning Gap Also Matters

Nucleus Financial Platforms, one of the UK’s independent, adviser platform groups, launches the UK Retirement Confidence Index. The research study has reportedly “involved surveying more than 2,200 UK adults aged 50 and over by YouGov.” It’s based on responses “to the central question of how… Read More

UK’s Nucleus Financial Platforms Calls for Discussion Around State Pension System

Nucleus Financial Platforms, one of the UK’s independent adviser platform groups, explains the impact of today’s inflation figures “on triple lock calculations for state pensions from April 2024 and calls for a sensible discussion around the future of the triple lock and the state pension… Read More

UK’s Nucleus Financial Platforms, an Independent Adviser Platform, Announces Acquisition of Curtis Banks Group

Nucleus Financial Platforms, one of the UK’s independent adviser platforms, have announced that its acquisition of the Curtis Banks Group has received all necessary regulatory approvals. The Financial Conduct Authority (FCA), Prudential Regulation Authority (PRA), and Solicitors Regulation Authority (SRA) have all “issued their approvals,… Read More

Alternative Lender Nucleus Commercial Finance Claims Really Big £14.5 Million Loan

UK alternative lender Nucleus Commercial Finance is providing a £14.5 million finance facility to Industrial Metal Services (IMS), a large steel stockholder, to the tune of £14.5 million.  This may be the largest loan ever for Nucleus.  While the company is claiming to be the… Read More

Send this to a friend