Nucleus Financial
Jon Preston is an experienced technology professional with a robust background in service delivery, deployment, and technical integration. Currently serving as the Head of Technology Integration at Nucleus Financial since June 2023, Jon previously led service delivery and implementation efforts at FinoComp from July 2017 to May 2023. Jon’s career includes significant roles such as Head of Technical Delivery at Platform Action Limited and Wealth Management Release Manager at Old Mutual. Early experiences include positions related to release and configuration management at Legal & General and Fidelity Investments, as well as serving as a Systems Analyst at Barclays Bank. With expertise in ITIL v3 and SAFe Agile methodologies, Jon has consistently managed teams to meet service level agreements and support client needs effectively.
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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.