Nucleus Financial, the IFA-owned and controlled wrap platform, has signed up two more IFA firms.
Luton-based Wealth Matters is a fee-based practice of boutique financial strategists. Currently with five advisers, the business is looking to expand its operations over the next five years via a combination of organic growth and acquisition of other client banks.
Pennine Financial Planning, which is based in Sheffield, is a fee-only investment adviser. It takes a holistic view to the planning process to achieve a balanced and integrated plan.
Barry Neilson, business development director at Nucleus, says: “We continue to see an overwhelming level of interest from IFAs across the country and this is evidenced by our two new member firms. We now have over 80 firms, which is something the team should be very proud of.”
Julian Gilbert, director, Wealth Matters, says: “We consider ourselves a very progressive firm and have already had many dealings in the platform industry so it was important for us to find a platform that stood out among the others. Nucleus has similar values to us and we are very excited to be joining their IFA community.”