Nucleus Financial
Alan Jordan has extensive experience in the financial services industry. Alan worked at Nucleus Financial as a Regional Business Development Director, where they engaged with and supported high-quality adviser firms to provide wrap solutions for their clients. Alan also worked at Brewin Dolphin as a Business Development Manager, where they distributed their Discretionary Management Services to intermediary firms in the South West region. Additionally, Alan was an Account Manager at Standard Life, where they helped intermediaries develop their business and promote the Standard Life WRAP platform. Overall, Alan has a strong background in business development and client service in the financial sector.
Alan Jordan completed their Bachelor of Arts (BA) degree in Marketing from Bournemouth University from 1996 to 1999. Prior to that, they attended Rooks Heath High School from 1990 to 1994, but information regarding a degree or field of study is unavailable. Alan also possesses a certification as a Chartered Financial Planner from the CII, although the specific month and year of obtaining this certification are not provided.
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Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.