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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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Private equity backed, by Epiris GP Group.
£26bn as at 30th September 2023
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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