Nucleus Financial
Lesley Croall is a seasoned professional with extensive experience in customer service and operational management across various financial and insurance sectors. Currently serving as Customer Experience Manager at Nucleus Financial since June 2021, Lesley previously held the position of Senior Manager at DST Systems, overseeing operational management in servicing for life, pensions, and investments. Prior roles include Customer Service Manager at Capita and Prudential Assurance, where responsibilities encompassed managing contact center operations and delivering high levels of customer service. Earlier experience includes roles at Direct Line Group as Administration Manager and as Partner Liaison Manager and Team Leader at Scottish Amicable Life Assurance Society. Lesley completed education at Graeme High School from 1981 to 1986.
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.