James Hay Partnership
Financial-Services
Website
Company Tagline
James Hay Partnership is now part of Nucleus Financial Platforms Group. This account is no longer managed.
Industry Category
Business Keywords
Company Description
James Hay Partnership is a leading financial services provider specializing in retirement wealth planning. Working closely with financial advisors, James Hay helps investors navigate their financial futures with confidence. With a strong foundation built over 40 years, James Hay Partnership administers pensions, savings, and investments in a cost- and tax-efficient manner, consistently challenging industry standards.
Located at Dunn's House, St Paul's Road, Salisbury, Wiltshire SP2 7BF, GB, James Hay Partnership is known for its innovative approach to retirement planning. The Modular iPlan, their flagship retirement planning vehicle, uses a modular approach for SIPPs, ISAs, and General Investment Accounts, ensuring fair and flexible pricing where investors pay only for what they use. This dedication to innovation is supported by the investment of their shareholder, the independent private equity manager, Epiris.
James Hay Partnership continues to be a trusted partner for financial advisors and investors alike. Offering comprehensive solutions and a commitment to excellence, James Hay Partnership is well-positioned to meet the evolving needs of the retirement wealth planning landscape. We invite the management of James Hay Partnership to create a customized and exclusive company showcase and product listing on our platform to further highlight their offerings.
James Hay Partnership est un fournisseur de services financiers de premier plan, spécialisé dans la planification du patrimoine de retraite. Travaillant en étroite collaboration avec des conseillers financiers, James Hay aide les investisseurs à naviguer avec confiance dans leur avenir financier. Forte d'une solide expérience bâtie sur plus de 40 ans, James Hay Partnership administre les pensions, l'épargne et les investissements de manière rentable et fiscalement avantageuse, remettant constamment en question les normes du secteur.
Située à Dunn's House, St Paul's Road, Salisbury, Wiltshire SP2 7BF, GB, James Hay Partnership est reconnue pour son approche innovante de la planification de la retraite. Le Modular iPlan, leur principal outil de planification de la retraite, utilise une approche modulaire pour les SIPP, les ISA et les comptes d'investissement généraux, garantissant une tarification juste et flexible où les investisseurs ne paient que ce qu'ils utilisent. Cet engagement en faveur de l'innovation est soutenu par l'investissement de son actionnaire, le gestionnaire de capital-investissement indépendant, Epiris.
James Hay Partnership continue d'être un partenaire de confiance pour les conseillers financiers et les investisseurs. Offrant des solutions complètes et un engagement envers l'excellence, James Hay Partnership est bien positionnée pour répondre aux besoins en constante évolution du paysage de la planification du patrimoine de retraite. Nous invitons la direction de James Hay Partnership à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur leurs offres.
Key Personnel / Employees
Compare Companies Side by Side
Compare James Hay Partnership with 3 companies in Financial-Services
| Comparison Field |
James Hay PartnershipMain Company |
Barnett WaddinghamView Profile |
Westerby GroupView Profile |
Whitehall Group (UK)...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1989 | 1987 | 2011 |
|
Company Size
|
— | 1,001-5,000 | 11-50 | 11-50 |
|
City
|
Salisbury, Wiltshire | London, England | Leicester, Leicestershire | Ramsbottom, England |
|
Country
|
United Kingdom | United Kingdom | United Kingdom | |
|
Skills & Keywords
Comparing with main company
|
13 Total Skills
Financial Services
Retirement Planning
SIPP
Pensions
Investments
Wealth Management
Financial Advisory
Pension Trustee
SSAS
Pension Administration
Small Self Administered Schemes
Wrap Platform
Self Invested Personal Pension
|
11 Total
11 Unique
Unique Skills:
Business Risk
Employee Benefits
Employee Wellbeing
Employer Consulting
Executive Pensions
Insurance Consulting
+5
|
11 Total
3 Common
8 Unique
Match
23%
Common Skills:
Investments
Pensions
Retirement Planning
Unique Skills:
Inheritance Tax Planning
ISAS
Key Man Insurance
Life Assurance
Savings
Self Invested Personal Pensions
+2
|
5 Total
1 Common
4 Unique
Match
8%
Common Skills:
Pensions
Unique Skills:
Self-invested pensions
SIPP Administration
SSAS Administration
SSAS Trustees
|
4
Total Companies1987
Oldest Founded1
Countries36
Unique SkillsSimilar Companies
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Alternative Company Names
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