Nucleus Financial
Steve Hardy has a diverse work experience in the financial industry. Steve is currently working as a Business Development Director at Nucleus Financial since 2022. Before that, they held multiple roles at James Hay Partnership starting from 2007. These roles include Business Development Director, National Relationship Manager, Platform Consultant, Customer Services Department Manager, Team leader, and Account Executive.
Steve Hardy attended Bishop Wordsworth grammar school from 2000 to 2007, although no degrees or specific fields of study were mentioned. In terms of additional certifications, they obtained a Lean Six Sigma Yellow Belt from Go-Lean-Six Training & Consulting in July 2018. In August 2013, they received a Certificate in Pension Administration FA2 from the Chartered Insurance Institute, and in August 2012, they obtained the UK financial services, regulation & ethics CF1 certification, also from the Chartered Insurance Institute.
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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.