Barry Neilson
Pilot Financial signs up to Nucleus proposition
By Katy Allison on October 21, 2011
Pilot Financial Planning has joined Nucleus, the IFA-owned and controlled wrap platform, making it the 21st firm to join the platform’s adviser community this year.
Based in Devon, Pilot was founded by Ian Thomas, the former marketing director and founder of the Axa Elevate wrap. Thomas has over 20 years experience …
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Posted in Client News | Tagged Barry Neilson, financial PR, Ian Thomas, IFA firm, Nucleus, Pilot Financial Planning, Wrap platform | Leave a response
Nucleus welcomes four new additions to its IFA community
By Katy Allison on June 27, 2011
Nucleus, the IFA-owned and controlled wrap platform, has added a further four firms to its IFA community. The new firms have all taken a stake in the group which has seen its assets under management soar to just under £3bn in less than five years.
The new firms include Southampton-based Cube …
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Posted in Client News | Tagged Barry Neilson, Cube Financial Planning, Intelligent Wealth Management Partnership, Mike Godfrey, Nucleus, Philip Masters IFA Ltd, Totus | Leave a response
Nucleus completes business development team with third regional director
By Katy Allison on March 3, 2011
Nucleus, the IFA-owned and controlled wrap platform, has further strengthened its business development team with the appointment of Martin Clement as regional director.
Clement joins Nucleus this week from Zurich Intermediary Group where he was the national e-commerce specialist, working with IFAs to improve their business efficiency through the use of …
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Posted in Media relations | Tagged appointments, Barry Neilson, Martin Clement, Nucleus | Leave a response
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