Nucleus Financial
Ross Allan currently serves as the Chief Operating Officer at Nucleus Financial, a position held since March 2024. Prior to this role, Ross was the Chief Operating Officer at Curtis Banks from May 2023 to March 2024 and worked as an Operations Consultant at Nucleus Financial between November 2022 and May 2023. Ross has extensive experience at abrdn, where responsibilities included being the Platform Development Director and managing various operational roles, overseeing transformation initiatives and service delivery. Ross began a career at Accenture as a Senior Manager, leading strategic change programs across sectors.
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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.