Nucleus Financial
David Lucas is a seasoned professional in the financial services sector, currently serving as a Senior Business Development Consultant at Nucleus Financial since December 2019. With a track record of optimizing client engagements through efficient investment solutions, David has collaborated with a range of clients including The Fry Group and Sanlam. David's prior experience includes roles such as Senior Platform Consultant and Technical Trainer at James Hay Partnership, where strategic solutions for retirement wealth management were emphasized, and Technical Support Manager at Capita SIP Services, focusing on regulatory compliance in Life and Pensions. Additional roles were held at Barclays and Lloyds Banking Group, where relationship management and financial planning were key responsibilities. David holds qualifications from the Institute of Financial Service and the Chartered Institute of Bankers.
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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.