An easy contact, swift transfer to someone, Christopher, who helped. He listened and I understood his instructions, which worked. All sorted.
Company replied
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Nucleus is one of the leading investment platform groups in the UK, we work with around 5,000 adviser firms to look after over £117bn of their clients’ money. We provide access to products like ISAs and pensions, and a wide range of investments including funds, equities and bonds. Our scale and profitability enable us to invest in products, price and service. This will ensure our platforms meet the needs of advisers in helping them make the retirement of their clients more rewarding. We understand that things like personal circumstances, life altering events, or health can sometimes mean our customers need some extra support from us. For more information on the support we can provide please visit https://nucleusfinancial.com/supporting-customers or speak to one of our team.
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Suite B & C, First Floor, Milford House, 43-55 Milford Street, SP1 2BP, Salisbury, United Kingdom
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I have found staff helpful and dealt with my enquiry promptly
Was impressed with the help I was given concerning my late brother. It’s nice to know that some companies care.
We have to dial in to close our accounts which is not acceptable when we reside in Canada
Initially your clients sent in hard copy paper request for funds ( NOT our clients at the time) this was not actioned by yourselves,when we took over authority they asked for more funds which we actioned but became difficult as we then realised you hadn't actioned their first request

Reply from Nucleus

Reply from Nucleus
Christopher was very helpful and guided me through the process of requesting a drawdown from my account explaining each step very clearly and ensuring I was fully aware of the risks from scammers.

Reply from Nucleus
I've been waiting 3 weeks for confirmation of receipt and implementation of the quarterly draw down of funds

Reply from Nucleus
My query was resolved quickly, efficiently and in a friendly and helpful manner.

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Staff were polite and helpful with the required information.

Reply from Nucleus
I instructed the commencement of drawdown income and gave a month’s notice to allow plenty of time for Nucleus to arrange the payments. Sadly this did not work well and the first payment was not made until I chased several times. To add insult to injury it would appear that future payments have not been set up either.
I have spent hours trying to get to the bottom of the issue but to date have received no response to my various communications.

Reply from Nucleus
Having spent over 40 years saving into my pension which is now in a SIPP with Nucleus Financial I have been suffering an extremely stressful time trying to access and drawdown pension payments from Nucleus since March 2026 and receive a pension income which I am now relying on.
The SIPP is held with Nucleus with the investments being held with IG requiring Nucleus to disinvest £2,000 from IG each month to cover the pension payments.
To date a £1,000 disinvestment in March 2026 has either been misallocated or stolen due to this amount coming out of my IG account but never being received into my Nucleus SIPP account. Over the last 6 months Nucleus have only managed to disinvest one amount of £2,000.
I find the Nucleus helpline staff very efficient but they are unable to deal with the issue and have to pass it on to their administration team where hits a roadblock and nothing happens. The administration process between Nucleus and IG obviously doesn't work requiring a call between the two parties to rectify this.

Reply from Nucleus

Reply from Nucleus
I found Nucleus to very profitably,I am only leaving to me changing Financial Adviser. The on line Platform was great and showed you every thing you needed to Know.

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Reply from Nucleus
We are still waiting for our money. Seems to take an awful long time.

Reply from Nucleus
Professional, friendly and very efficient service from Christopher. All my of my enquiries were dealt with in a clear and courteous manner.
I have never been disappointed in any matters when dealing with this company.

Reply from Nucleus
Needed to speak to someone and Christopher helped me with setup which was super quick. Thanks

Reply from Nucleus
When calling and asking to speak to your designated person, many of the men you experience on the first call make this simple task, impossible, which is extremely frustrating and time consuming! I have often had to talk to two or three people only, to be told 'she's not available'. I have often been misinformed and I feel more training and less ego, is necessary.
Once Nucleus receive your withdrawal forms, it takes too long for the funds to be transferred from the funds sitting in your cash account to the bank.
For Shellby I would give a 5 star review. She has been extremely helpful, is very knowledgeable and catered to my current disability.

Reply from Nucleus
I am not receiving written statements and when I asked for clarity about transaction charges I found Nucleus to be particularly unhelpful

Reply from Nucleus
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