Nucleus Financial
Lewis McWilliams has over 15 years of experience in the financial services industry, currently serving as a Proposition Manager at Nucleus Financial since July 2015. Previously, Lewis held various roles at BNY Mellon from February 2008 to July 2015, including Transfer Agency Technician, Subject Matter Expert, and Client Service Executive. Lewis earned a BA in Business Studies, focusing on Business, Management, Marketing, and Related Support Services from Edinburgh Napier University, where attendance spanned from September 2003 to February 2008, along with a foundational education at Lasswade High School from August 1997 to June 2003.
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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.