Nucleus Financial
James Thom has over 20 years of experience in the financial services industry, primarily in roles focused on business change management and operational development. Currently serving as a Business Change Manager at Nucleus Financial since November 2013, James has also held positions such as Operational Development Analyst and Middle Office Analyst, where responsibilities included asset management, reconciliation oversight, and supplier relationship building. Prior experience at Standard Life included roles as a CASS Controls Analyst, Execution Services professional, and Mutual Funds Consultant, emphasizing asset management, regulatory compliance, and client service. James started the career at Scottish Provident as a Consultant, providing account management and training support. Education was completed at James Gillespies High School from 1990 to 1996.
This person is not in any offices
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.