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James Hay
Willingness to recommend
2.81/5
About the provider
James Hay is part of the Nucleus Financial Platforms group, which offers investment platforms and products exclusively to financial advisers, that ultimately make retirement more rewarding. Together we’re one of the UK’s leading, independent, adviser platform and product groups, with approximately £80 billion in assets under administration, helping nearly 6,000 advisers make retirement more rewarding for almost 250,000 customers.
Renowned for its SIPP expertise, James Hay Partnership has been working with larger financial advice firms for more than 40 years, providing the means to administer pensions, savings and investments in a cost and tax efficient way.
From being one of the first SIPP providers in the UK, to pioneering the modular approach to retirement wealth planning, James Hay works to earn the trust of advisers. Our flagship retirement planning vehicle, the Modular iPlan, embraces the modular approach for SIPPs, ISAs and General Investment Accounts. This proposition enables fair and flexible pricing to ensure investors only pay for what they use, while they're using it.
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Ownership:
Private equity backed, by Epiris GP Group.
AUM:
£26bn as at 30th September 2023
Partnerships:
Proprietary
NextWealth analysis
James Hay’s parent company was acquired by Private Equity firm, Epiris in 2019 and recently announced a deal to acquire a rival platform, Nucleus. James Hay is a relatively large platform, used for its SIPP. Advisers rarely use James Hay as their primary platform. The acquisition of Nucleus could change that significantly.
The firm says it is investing in service and a digital front end. It is also planning to migrate assets to FNZ from proprietary technology. The firm has a major change agenda ahead. We think it will focus on large strategic partnerships and in time will become a price disruptor. In the meantime, the firm has its work cut out with a major technology upgrade.
Integrations
Based on 26 reviews
2.62/5
Integrates One Way
Integrates Both Ways
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No integrations available for Cash Management
No integrations available for Cashflow Modelling
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May 2022
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May 2022
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May 2022
