Nucleus Financial
Gary Burch has a diverse work experience spanning various roles in different companies. Gary started their career at Cofunds in 2004, where they worked as an Account Manager, responsible for managing and supporting relationships with Intermediary businesses in the South East Region. Gary then progressed to the role of Key Account Consultant, where they successfully delivered the new RDR proposition for large national intermediaries and the top network in the market. Finally, they took up the position of Key Account Manager, where they were responsible for the full sales cycle and implementation of strategies for the UK's leading investment platform. In 2014, Gary joined James Hay Partnership as the Head of Platform Consultancy, a role they held until 2022. Currently, they work at Nucleus Financial as the Director of Sales Operations.
Gary Burch's education history includes enrollment at St. Anselm's College. No specific information is available regarding the start year, end year, degree obtained, or field of study pursued.
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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.