Nucleus Financial
Jeremy Lee is an experienced compliance professional with a strong background in the financial services sector. Currently serving as Compliance Manager at Nucleus Financial since January 2023, Jeremy previously held similar roles at James Hay Partnership, where responsibilities included compliance leadership for MIFID2 and GDPR implementation. Jeremy's extensive experience includes positions at Nationwide Building Society, TISA, JNL Consulting Limited, and AXA Winterthur Wealth Management, spanning roles from Managing Director to Pensions Technical Manager. Jeremy's expertise encompasses providing technical compliance advice and managing compliance teams, contributing significantly to the industry throughout a career that began in 2002.
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.