Nucleus Financial
Mike Wallis is an accomplished financial services professional with extensive experience in sales and business development. Currently serving as Account Director at Nucleus Financial Services since September 2010, Mike oversees the South sales team and plays a key role in managing relationships with clients. Previously, Mike worked at Skandia UK from January 1995 to December 2009, holding multiple leadership positions including UK Sales Development Director and Head of Specialist Sales, where responsibility included the P&L for corporate pensions. Mike also gained valuable experience at Prudential as Head of Sales (Professional Life) and National Account Manager from January 1992 to January 1995. Mike holds a 2.1 degree in Management Sciences from The University of Manchester.
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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.