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Home Platform James Hay

Willingness to recommend

3.75/5

Based on 4 reviews

Value for money

4.25/5

Support

3.25/5

Integrations

3.5/5

Based on 4 reviews

As one of the UK’s first SIPP providers, we pride ourselves on our expertise and innovative approach to retirement wealth planning. We have developed a secure platform with a flexible proposition for advisers to manage their clients' investments all in one place throughout the lifetime of their retirement and wealth planning journey - The Modular iPlan. Our platform is simple to use and provides a fairly priced solution which is trusted by over 58,000 investors.

NextWealth view

James Hay is a relatively large platform that has been quiet of late. We think that's about to change. They have received an injection of funding from their private equity backers. The platform has a long heritage as a SIPP provider and while service and proposition were somewhat lacking in the past few years, that is all changing. The firm is investing in both the service and proposition and is also more visible in market with financial planners.

Assets under influence:
£27 billion on platform
Ownership:
Private equity backed, by IFG Group which is being acquired by Epiris GP Group.
Technology Partnerships:

Proprietary

Integrations

3.5/5
Based on 4 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for James Hay
3/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
2/5
Service
Poor functionality
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"Decent charging structure for ?200k+
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
They are probably one of the better platform providers
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
They are good value
Anonymous March 2020

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