Nucleus Financial
Lachlan Archibald is an experienced professional in client solutions and operations management with a strong background in customer service across various industries. Currently serving as the Client Solutions Team Manager at Nucleus Financial since February 2023, Lachlan previously held the position of Customer Operations Team Manager for Standard Life at Phoenix Group, where responsibilities included leading a team to enhance customer journeys and manage performance. Additional roles include Senior Team Leader at CORGI HomePlan, Operations Manager for BuildLoan Limited and Scottish Building Society, and Senior Branch Manager at RBS. Lachlan's educational qualifications include a Bachelor's degree in Strategic Management, Leadership, and Marketing from The Open University and an Undergraduate Diploma in Science and Engineering from The University of Edinburgh.
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.