Atkinson Smith is to join the IFA-owned wrap proposition Nucleus.
Doncaster-based Atkinson Smith was founded in 1973 and is now a large independent financial planner in Yorkshire with over 2000 clients and GBP60 million under advice. The firm offers a comprehensive financial planning service to businesses and high net worth individuals, with an advisory team of five specialising in investment and retirement planning, group protection and pensions, as well as employee benefit packages.
As with all other existing member-IFAs, Atkinson Smith has taken an equity stake in Nucleus, becoming one of a growing number of high quality IFAs that own and control the platform.
We have watched the development of the platform market for some time and following a period of intense research feel that the Nucleus proposition is most closely aligned to our own business. The opportunity to be part of this pioneering concept will allow us to continue to offer clients the high levels of support and service they have come to expect while allowing us to play a central role in the future development and direction of the platform, says Will Palmer, financial development manager, Atkinson Smith.
The Nucleus proposition allows high quality advisers to align themselves more closely with their customers by offering them a truly transparent proposition that they own and control. We continue to be encouraged by the quality and diversity of adviser firms who are keen to share in the Nucleus vision. Atkinson Smith is one such example and we look forward to working with them, says Rebecca Christensen, director, Nucleus.
L.D.