If you’re Chartered why not help your client understand what this means for them by including this short animation on your ‘About us’ page? Available in your own brand.
Clients often aren’t aware of what financial planning is, and how it puts them at the heart of the process. This video explains it in simple terms and can be a good addition to the home page of your website. Available in your own brand.
This video explains how you as a planner can help your client to create a life with no regrets. Available in your own brand.
This video created for VWM Wealth helps to explain more about their Thrive Wealth Planning service.
This 1-minute video created for Engage FS explains how the financial planning process is designed to help their clients achieve their true life goals.
The focus for 2014 was collaboration: Nucleus is still the only UK wrap platform built and driven by advisers and we wanted to bring that to life. Rather than use a predictable ‘missing piece of the jigsaw’ metaphor we turned to Star Wars Lego characters… We showed that in the […]
In 2011 we were tasked with thinking further about how to give the protection sale more relevance. We created the Good Parent Portfolio which was designed to help advisers make protection a key part of their advice process alongside guardianship, trusts and wills: the key components of protecting a family. […]
In the budget of March 2014, George Osborne dropped a bombshell on pensions flexibility: “No one will have to buy an annuity.” This was a revolutionary moment in pensions history – things would never be the same again. We seized on the opportunity to support our adviser audience through the […]
Nucleus’s first campaign was designed to raise brand awareness and generate leads. Our brand perception needed updating – we were no longer just a punky start-up, but a much larger and continually profitable business. So we based the campaign on the strength of our technology – which even in 2014 […]