James Hay Partnership
- Company typePrivate
- Founded1979
- HeadquartersSalisbury, United Kingdom
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
James Hay Partnership firmographics
Firmographics- Name
- James Hay Partnership
- Legal name
- James Hay Partnership
- Website
- https://jameshay.co.uk
- Company type
- Private
- Founded year
- 1979
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Ownership category
- akta.pro rank
James Hay Partnership industry classification
Industry- Product category
- Self-Invested Personal Pensions (SIPP)
- NAICS
- Pension Funds (52511), Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
- akta.pro secondary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where James Hay Partnership is headquartered
LocationHeadquarters
- HQ city
- Salisbury
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
James Hay Partnership business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Others
James Hay Partnership product offering
Product offeringCore offering
James Hay Partnership is one of the UK's largest providers of Self-Invested Personal Pensions (SIPPs), offering retirement wealth planning platforms primarily to financial advisers and individual customers. Established in 1979, the company administers SIPPs with a focus on flexible investment options for retirement savings, serving approximately 5,200 advice firms and around 251,000 customers. James Hay operates as a subsidiary of Nucleus Financial Platforms Limited and is headquartered in Salisbury, United Kingdom.
Product overview
James Hay Partnership operates as part of Nucleus Financial, one of the UK's leading independent groups for investment platforms, products, and wealthtech software. The group offers a comprehensive range of bespoke platform solutions consisting of the Nucleus Platform (next-generation retirement-focused adviser platform), Nucleus Wrap (award-winning wrap platform), James Hay (SIPP products including Partnership SIPP and IPS SIPP), Curtis Banks (SIPP and SSAS products), Talbot and Muir (SSAS with commercial property specialism), Third Financial (Enterprise and AaP solutions), and Dunstan Thomas (technology solutions for wealth management). The company administers £110bn in assets for approximately 251,000 customers across about 5,200 advice firms.
Differentiator
Problem solved
Functional benefit
Brands
- Partnership SIPP: Self Invested Personal Pension product offered by James Hay
- IPS SIPP
Products and services
- Partnership SIPP
- IPS SIPP
Companies that use James Hay Partnership
Customer profileSegments2 records
Ideal customer profiles2 records
James Hay Partnership technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
James Hay Partnership partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Nucleus FinancialcoreJames Hay operates as a platform under the Nucleus Financial group, which includes Curtis Banks (SIPP provider), Talbot and Muir (Small Self Administered Schemes), Third Financial (Enterprise and Adviser as a Platform solutions), and Dunstan Thomas (technology solutions). These are affiliated platforms within the same corporate group rather than external partnerships.
- Curtis BankscoreCurtis Banks is one of the largest providers of Self Invested Personal Pensions and Small Self-Administered Schemes in the UK, offering flexible options within the Nucleus group.
Recent moves5 records
Expansion highlights4 records
James Hay Partnership competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
James Hay Partnership social profiles
Digital presenceJames Hay Partnership financial estimates
Financial estimateRevenue estimate
Valuation estimate
James Hay Partnership leadership team
Management profileNumber of profiles
Profiles1 record
James Hay Partnership funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
James Hay Partnership M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about James Hay Partnership
What does James Hay Partnership do?
James Hay Partnership is one of the UK's largest providers of Self-Invested Personal Pensions (SIPPs), offering retirement wealth planning platforms primarily to financial advisers and individual customers. Established in 1979, the company administers SIPPs with a focus on flexible investment options for retirement savings, serving approximately 5,200 advice firms and around 251,000 customers. James Hay operates as a subsidiary of Nucleus Financial Platforms Limited and is headquartered in Salisbury, United Kingdom.
Is James Hay Partnership a public or private company?
James Hay Partnership is a private company. It is classified as corporate owned and is currently operating.
When was James Hay Partnership founded?
James Hay Partnership was founded in 1979. It employs 501 to 1,000 people.
Where is James Hay Partnership based?
James Hay Partnership is headquartered in Salisbury, United Kingdom, in the Europe region.
Does James Hay Partnership have an API?
No public API is recorded for James Hay Partnership.
What industry is James Hay Partnership in?
James Hay Partnership's product category is Self-Invested Personal Pensions (SIPP). Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 52511 and its SIC code is 6282.