Nucleus Financial
Ian Lowther is an experienced financial services professional with a strong background in platform management and financial advising. Currently serving as a Platform Account Manager at Nucleus Financial since 2017, Ian specializes in assisting Independent Financial Advisers (IFAs) in migrating unprofitable legacy assets onto the platform to enhance business efficiency. Prior to this role, Ian was a Platform Consultant at AXA Wealth, responsible for onboarding firms in the North East and facilitating the platform adoption program. Ian’s career began as a Financial Adviser at AXA Wealth and includes experience as a Private Banking Relationship Manager at Yorkshire Bank. Ian holds multiple qualifications in financial advice and planning, showcasing a comprehensive education in the field of banking and financial services.
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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.