Nucleus Financial
Andy McVey DipPFS is an experienced professional in the financial services industry, currently serving as a Customer Relations Manager at Nucleus Financial since January 2023. Previously, Andy worked at abrdn from January 2020 to February 2023 as a Platform Consultant, where responsibilities included training and supporting financial advisers. Andy also held the position of Customer Operations Representative at abrdn, focusing on client engagement and compliance as a breach champion. Prior roles included Mortgage Consultant at Halifax and Customer Adviser at Scottish Widows. Andy earned a BA in Risk Management from Glasgow Caledonian University between 1996 and 2000.
Nucleus Financial
1 followers
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.