Nucleus Financial
Callum Paterson has a diverse background in client relations and customer support within the financial and automotive sectors. Currently serving as Client Relations Support at Nucleus Financial since May 2022, Callum previously held the position of Sales Support Executive at M&G plc from January to May 2022. Prior experience includes a role as Customer Operations Representative at abrdn from July 2016 to January 2022, and as a Parts Advisor at Vertu Motors Plc from October 2012 to May 2016. Callum Paterson completed education at Musselburgh Grammar School between 2007 and 2012.
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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.