Nucleus Financial
Lucy McCarron is an experienced financial services professional with a strong background in client management and operational solutions. Currently serving as a Senior Manager at Nucleus Financial since January 2023, Lucy previously held the role of Client Services Manager at Forth Capital from April 2022 to January 2023. Prior to that, Lucy worked as a Customer Operations Manager at Standard Life Assurance, part of Phoenix Group Careers, from August 2019 to May 2022. Additional experience includes a position in CASS Operations at Brewin Dolphin Limited from April 2017 to July 2019 and serving as Manager at Alliance Trust Savings from January 2016 to April 2017.
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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.