CM

Craig Metcalf

Strategic Account Director at Nucleus Financial

Craig Metcalf is an accomplished professional in the financial services industry, currently serving as the Strategic Account Director at Nucleus Financial since June 2023. Previously, Craig held significant roles including Head of Strategic Alliances at Canada Life Investments from April 2020 to June 2023, and 3rd Party & Major Distribution Director at Aberdeen Standard Investments from January 2015 to April 2020. Earlier in the career, Craig worked as Business Development Director at AXA Wealth and as Regional Account Manager at Cofunds. Craig started the professional journey as an Account Manager at M&G. Educationally, Craig earned a Bachelor of Commerce in International Business from the University of Northern British Columbia.

Location

Chelmsford, United Kingdom

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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.


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Employees

201-500

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