Nucleus Financial
Steven Wilson is an experienced Business Development Manager with a strong background in financial services, currently employed at Nucleus Financial since August 2022. Previously, Steven held similar roles at James Hay Partnership and The Ingenious Group. Earlier experience includes positions as an Internal Business Consultant at MetLife and various roles at Virgin Money and Northern Rock, focusing on mortgage and savings services, customer support, and sales. Steven's career began as a Membership Sales Advisor at The AA and includes experience at HM Revenue & Customs. Steven's educational background includes studies at Newcastle College and Tynemouth College.
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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.