LB

Lynn Boyd

Client Relations Team Manager at Nucleus Financial

Lynn Boyd has over two decades of experience in the financial services industry, currently serving as the Client Relations Team Manager at Nucleus Financial since October 2009. Prior to this role, Lynn worked as a Mortgage and Protection Adviser at Albannach Financial Management from January 2002 to January 2009, focusing on building professional relationships and providing tailored mortgage and protection solutions. Lynn began career as Office Manager at Futurity IFA from January 2000 to January 2002, managing daily operations and overseeing a team of administrators supporting financial advisers.

Location

Edinburgh, United Kingdom

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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.


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Employees

201-500

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