Nucleus Financial
Megan Walker is a seasoned professional with extensive experience in client relations and service management. Currently serving as Client Relations Manager at Nucleus Financial since February 2021, Megan previously held the position of Client Relationship Support. Prior to Nucleus Financial, Megan worked at BNY Mellon as a Client Service Executive from January 2019 to February 2021, and at Lloyds Banking Group as a Business Advisor from September 2017 to January 2019. Educationally, Megan pursued studies at Heriot-Watt University during the 2013-2014 academic year.
This person is not in the org chart
Nucleus Financial
1 followers
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.