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Value for money
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.
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.
£27 billion on platform
Private equity backed, by Epiris GP Group.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
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