591
FTEs
£48 billion
JAMES HAY AUA
3,000
ADVISORS

James Hay is one of the leading financial planning and retirement focused WealthTech platforms in the UK, with a top five market position based on AuA of £48 billion, after the acquisition of Nucleus Financial Group in August 2021. Through the platform, customers can manage not only their Self-Invested Personal Pension Plans (“SIPPs”) but also ISAs and general investment accounts.

James Hay is one of two businesses that comprised IFG Group, which we took private in 2019. Having separated IFG into its component parts and acquired Nucleus Financial Group, we have transformed James Hay into one of the UK’s leading scalable independent advisor platforms.

Status:
Current

Activity:
WealthTech Platform

Entry date:
September 2019

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