James Hay Partnership

James Hay Partnership company information, Employees & Contact Information

As a specialist platform for retirement wealth planning, James Hay works with advisers to help investors successfully navigate the second half of their financial lives. We’ve been working with financial advisers and their clients for more than 40 years, providing the means to administer pensions, savings and investments in a cost and tax efficient way, and challenging industry norms from the get-go. Today over 57,000* investors trust James Hay to look after more than £28bn* worth of pension and investment savings. 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 ensuring investors only pay for what they use, while they're using it. We're able to continue to innovate thanks to the investment support of our shareholder, the independent private equity manager, Epiris. *correct as at 30 June 2021

Company Details

Employees
159
Founded
-
Address
Dunn's House, St Paul's Road,united Kingdom
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Salisbury, Wiltshire
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News

Reform UK leader Nigel Farage attends Goodwood races as guest of multi-millionaire Tory donor - The Sun

Reform UK leader Nigel Farage attends Goodwood races as guest of multi-millionaire Tory donor The Sun

James Hay platform upgrade likely by end of 2022 - Money Marketing

James Hay platform upgrade likely by end of 2022 Money Marketing

James Hay appoints HR Director - Cision News

James Hay appoints HR Director Cision News

The Art Of Acting With James Hay, First Soloist With The Royal Ballet - The Royal Ballet School

The Art Of Acting With James Hay, First Soloist With The Royal Ballet The Royal Ballet School

Nucleus shareholders agree to James Hay takeover - insider.co.uk

Nucleus shareholders agree to James Hay takeover insider.co.uk

Exclusive: James Hay to adopt Nucleus name when platforms combine - Money Marketing

Exclusive: James Hay to adopt Nucleus name when platforms combine Money Marketing

Nucleus overhauls cash panel on James Hay platform - Money Marketing

Nucleus overhauls cash panel on James Hay platform Money Marketing

Nucleus to axe last exit fees on James Hay platform - Money Marketing

Nucleus to axe last exit fees on James Hay platform Money Marketing

FCA approves James Hay acquisition of Nucleus - Money Marketing

FCA approves James Hay acquisition of Nucleus Money Marketing

James Hay and Nucleus: The story has only just begun - Money Marketing

James Hay and Nucleus: The story has only just begun Money Marketing

James Hay CEO: ‘Burning platform’ needs better tech - Money Marketing

James Hay CEO: ‘Burning platform’ needs better tech Money Marketing

Nucleus deal: Transact and James Hay last two standing? - Money Marketing

Nucleus deal: Transact and James Hay last two standing? Money Marketing

James Hay acquires Nucleus - Money Marketing

James Hay acquires Nucleus Money Marketing

James Hay partners with Origo to provide digital LoAs - Money Marketing

James Hay partners with Origo to provide digital LoAs Money Marketing

David Ferguson leaves Nucleus after James Hay deal - Money Marketing

David Ferguson leaves Nucleus after James Hay deal Money Marketing

Job cuts loom for Nucleus and James Hay staff - Money Marketing

Job cuts loom for Nucleus and James Hay staff Money Marketing

The Morning Briefing: James Hay ‘burning platform’; MM Meets Fairstone CEO - Money Marketing

The Morning Briefing: James Hay ‘burning platform’; MM Meets Fairstone CEO Money Marketing

MM Meets: James Hay chief executive Richard Rowney - Money Marketing

MM Meets: James Hay chief executive Richard Rowney Money Marketing

Nucleus gets green light for Third Financial deal - Money Marketing

Nucleus gets green light for Third Financial deal Money Marketing

The Big Interview: James Hay boss on why ‘you can’t put a price on platforms’ - Money Marketing

The Big Interview: James Hay boss on why ‘you can’t put a price on platforms’ Money Marketing

Ferguson and Neilson to step down from Nucleus as Rowney takes the helm after James Hay deal - Investment Week

Ferguson and Neilson to step down from Nucleus as Rowney takes the helm after James Hay deal Investment Week

FCA approves private equity acquisition of James Hay parent - Money Marketing

FCA approves private equity acquisition of James Hay parent Money Marketing

James Hay parent downplays vertical integration concerns - Money Marketing

James Hay parent downplays vertical integration concerns Money Marketing

Sipp provider faces uncertain future as more complaints come in - Money Marketing

Sipp provider faces uncertain future as more complaints come in Money Marketing

James Hay acquires Capita Sipp book - Money Marketing

James Hay acquires Capita Sipp book Money Marketing

James Hay overhauls pricing structure - Money Marketing

James Hay overhauls pricing structure Money Marketing

'Small number' of employees not allowed to work from home, firm confirms - Salisbury Journal

'Small number' of employees not allowed to work from home, firm confirms Salisbury Journal

Embark bolsters team with James Hay and Coutts hires - Money Marketing

Embark bolsters team with James Hay and Coutts hires Money Marketing

James Hay reviewing products after biofuel saga - Money Marketing

James Hay reviewing products after biofuel saga Money Marketing

FCA asks James Hay parent to set aside £15m in tax dispute - Money Marketing

FCA asks James Hay parent to set aside £15m in tax dispute Money Marketing

James Hay continues appeal over HMRC biofuel scheme tax charge - Money Marketing

James Hay continues appeal over HMRC biofuel scheme tax charge Money Marketing

James Hay parent lines up £206m sale to private equity - Money Marketing

James Hay parent lines up £206m sale to private equity Money Marketing

James Hay poaches from D2C Interactive Investor - Money Marketing

James Hay poaches from D2C Interactive Investor Money Marketing

Court bans £12m pension liberation scam bosses - Money Marketing

Court bans £12m pension liberation scam bosses Money Marketing

FCA draws red lines against Sipp providers in judicial review - Money Marketing

FCA draws red lines against Sipp providers in judicial review Money Marketing

Abuser James Hay banned from contact with ex over assaults dating back to 2013 - Clydebank Post

Abuser James Hay banned from contact with ex over assaults dating back to 2013 Clydebank Post

Ferguson position unclear as James Hay seals Nucleus deal - dailybusinessgroup.co.uk

Ferguson position unclear as James Hay seals Nucleus deal dailybusinessgroup.co.uk

Inside the world of a real-life Geordie 'Dreamboy' who has bared all in front of 25,000 women - Chronicle Live

Inside the world of a real-life Geordie 'Dreamboy' who has bared all in front of 25,000 women Chronicle Live

Ashtead man guilty of selling drugs for Britain's largest ever cannabis smuggling ring - Sutton Guardian

Ashtead man guilty of selling drugs for Britain's largest ever cannabis smuggling ring Sutton Guardian

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