Nucleus IFAs to open doors on ‘Independent Day’

Member adviser firms of Nucleus are opening their doors to fellow advisers on ‘Independent Day’ (Monday 4^th July) in a series of CPD* accredited open days designed to showcase the benefits of being part of an adviser-owned wrap platform.

The open days, which are  being held at seven locations around the UK, have been specifically designed to provide non Nucleus member advisers with the opportunity to meet their local peers, as well as learn more about the Nucleus proposition. Nucleus will provide a demonstration of the functionality of the platform and hold a discussion on the subject of platform due diligence.

The Open Days will be held at the following IFA offices:

• F A Watts Investment Managers – Hampshire
• Equilibrium – Cheshire
• W R Financial Management Ltd – Stockton on Tees
• Helm Godfrey – London
• Intelligent Capital Ltd – Glasgow
• Smith & Pinching Ltd – Norwich
• The Fry Group – West Sussex

There will be a Nucleus representative at each location and Nucleus chief executive David Ferguson will be presenting a webcast at the start of the sessions to introduce the day. There will be two sessions, the first from 12pm till 2pm and the second from 4pm to 6pm.

Commenting on the series of ‘Independent Days’, Nucleus chief executive David Ferguson said: “The Nucleus story is all about IFAs taking greater control of their business. As RDR approaches ever closer, we have seen a surge of interest from firms undertaking platform due diligence and looking to partner with a proposition that gives them more control over the delivery of their chosen client proposition.  While the team and I believe Nucleus is that proposition, what better way for non- member advisers to learn about it than from the advisers who actually use and own it.”

If you would like to attend one of the open days, please contact Nichola Burns at Nucleus on events@nucleusfinancial.com or call on 0131 226 9800

*CPD – Continuing Personal or Professional Development