Company profile

James Hay Partnership

James Hay Partnership is now part of Nucleus Financial Platforms Group. This account is no longer managed.

Industry
Financial Services
Employees
146
Headquarters
Salisbury, Wiltshire
Founded
1979
LinkedIn followers
8,963
Office locations
1

James Hay Partnership company summary

James Hay Partnership is a company in the Financial Services industry, headquartered in Salisbury, Wiltshire, founded in 1979. On LinkedIn the company has around 146 employees and 8,963 followers. Its listed specialties include SIPP, Wrap Platform, SSAS, Pension Administration, Pension Trustee.

What technology does James Hay Partnership use?

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About James Hay Partnership

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

Specialties

SIPPWrap PlatformSSASPension AdministrationPension TrusteeSelf Invested Personal PensionSmall Self Administered Schemes

Where is James Hay Partnership located?

James Hay Partnership lists 1 location.

Salisbury, Wiltshire SP2 7BF, GBHQ
Dunn's House

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Frequently asked questions about James Hay Partnership

What does James Hay Partnership do?

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

How many employees does James Hay Partnership have?

James Hay Partnership has around 146 employees on LinkedIn.

Where is James Hay Partnership headquartered?

James Hay Partnership is headquartered in Salisbury, Wiltshire.

When was James Hay Partnership founded?

James Hay Partnership was founded in 1979.

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