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19/03/2008 - Nucleus announces IFA advisory board line-up

Nucleus Financial, the Independent Financial Adviser (IFA) owned wrap platform, has announced its new IFA advisory board following its first annual re-election process.

The board, which has been in place since launch and meets every quarter, is designed to ensure that the IFAs who own and use the Nucleus wrap remain at the heart of its future development and direction.

The new board of seven consists of two new representatives in Richard Stocks from FA Watts and Graham Laverick of WR Financial with the remaining five from the founding owner-IFA firms. They are:

• Bruce Wilson – Helm Godfrey
• John Moore – Central Investments
• Gordon Craig – Asset Management IFA
• Ian Thomasson – Avidus and Scott Lang
• Phil Norbury – HKA

New IFA advisory board member Graham Laverick of WR Financial commented:
“I am delighted to have the opportunity to be involved in driving the future strategy of the proposition. The wrap premise is based on strengthening the adviser / client relationship and traditionally one of the biggest difficulties facing IFAs is a lack of control over this process. Being able to agree collectively how the platform develops will allow us as advisers to offer a stronger, tailored investment solution for our clients.”

Commenting on the new board, Nucleus chief executive David Ferguson said:
“Unlike other platforms where core decisions are driven by commercial interests, at Nucleus advisers have been involved in the design and progress of the platform from the outset. Only by ensuring IFAs are at the very heart of the proposition will Nucleus be able to continue to develop as a new force in UK financial services, capable of changing the status quo.”

-Ends-

For further information please visit www.nucleusfinancial.com or contact:
David Ferguson, Nucleus, 07974 353801
Emma Wylie, MRM, 07766 111824

Notes to editors:
Nucleus Financial Group is a new type of financial services business designed to challenge the existing structure of the sector.

Launched in December 2006, Nucleus is backed and designed by a consortium of leading Independent Financial Adviser (IFA) firms that represent clients with over £7bn of investible assets.

By employing end-to-end wrap technology, wholesale investment fund pricing, class leading portfolio management tools and advanced financial planning principles the business has created an entirely new proposition that allows advisers to become more aligned with their clients than ever before.
With transparency and customer respect very much at the centre of the proposition Nucleus offers access to the universe of funds, tax wrappers as required and best in class technical, fiscal and legal expertise.

The company was rewarded for its ground-breaking approach at the Scottish Financial Enterprise (SFE) Innovators Awards held in Edinburgh on 29 November 2007. Nucleus was commended for its transparent pricing structure and for shifting the power balance from large institutions to IFAs, and in doing so challenging the industry status quo.

The management team is led by David Ferguson and Philip Martin, chief executive and business development director respectively, and offers extensive experience across all areas of the UK retail financial services market, including onshore and offshore life assurance, asset management and banking and in the actuarial, product development, administration, IT, finance, operations and marketing disciplines.

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