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Home Platform James Hay

Willingness to recommend

3.83/5

Based on 6 reviews

Value for money

4.17/5

Support

3.33/5

Integrations

3.33/5

Based on 6 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’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.

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

Proprietary

Integrations

3.33/5
Based on 6 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
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
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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