Burley Financial Services joins Nucleus
Burley Financial Services has announced it is to join the IFA-owned and controlled wrap proposition Nucleus.
Sheffield-based Burley Financial Services was founded in 1953 to provide financial solutions for clients in the Yorkshire region but has since expanded throughout the British Isles. The four-strong firm of IFAs specialises in advice on taxation and trust planning, pension transfers, pensions and divorce as well as employee benefits.
As with all of the other 74 member-firms, Burley Financial Services has taken an equity stake in Nucleus.
Steven Burley, Director of Burley Financial Services commented:
“As a company that has created a modern, independent practice based on bespoke financial planning, we felt Nucleus was aligned to Burley Financial Services’ vision of a transparent wrap partner. Nucleus was particularly attractive to us due to its RDR-ready status and cost effective pricing structure – allowing us to concentrate on finding the best solution for our clients’ needs. What is more the membership structure of the Nucleus proposition allows us to have our say in the future of the platform and this was important to us.”
Barry Neilson, Business Development Director at Nucleus added:
“We continue to be encouraged by the quality and diversity of adviser firms who are keen to share in the Nucleus vision and we welcome Burley Financial Services to our platform and look forward to working closely with them as we further develop and grow the Nucleus proposition”