Strategic Asset Managers join Nucleus platform

Strategic Asset Managers Ltd, the Glasgow-based firm of independent financial advisers has announced it is to join the wrap proposition Nucleus.   With a combined 115 years in financial services, the advisory team of five specialise in providing advice on wealth management, tax mitigation, retirement and succession planning. As with all other existing member-IFAs, Strategic Asset Managers has taken an equity stake in Nucleus, becoming one of a growing number of high quality IFAs that want to take an active interest in the way their platform is run and develops in the future. Derek Stewart, Managing Director at Strategic Asset Managers commented: “Having looked closely over the last year at what is on offer in the platform space we felt that the Nucleus proposition was best placed to deliver the level of service and transparency our clients deserve and our business requires in the run up to, and before the implementation of, the RDR. “Being part of a community of like minded firms was a key factor in our decision to invest in the proposition – knowing that our interests are very much aligned with those of the other members and that together we could influence the future development and direction of the platform. “Another key factor in the decision was that Nucleus’ main business focus is on delivering an open, transparent wrap without other distractions leaving us to spend time looking after our clients. Essentially, we are working with colleagues at Nucleus rather than being employees of a provider, which is just the way we like it.” Barry Neilson, Business Development Director at Nucleus said: “Strategic Asset Managers...