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Nucleus Financial Ltd
Greenside, 12 Blenheim Place
Phone: +44 1312269800p:+44 1312269800 Edinburgh, EH7 5JH  United Kingdom
Business Summary
Nucleus Financial Ltd, formerly Nucleus Financial Group plc is a United Kingdom-based holding company. The Company operates through its subsidiaries, Nucleus Financial Services Limited (NFS) and Nucleus IFA Services Limited (NIFAS). NFS is an investment firm. NFS has additional Financial Conduct Authority (FCA) and Her Majesty's Revenue and Customs (HMRC) obligations relating to its activities as an operator of a self-invested personal pension scheme and those relating to the management of individual savings accounts. The Company’s principal activity is that of a wrap platform service provider. Its wrap platform allows customers to invest directly, or via various tax wrappers into a range of asset types, including cash, unit trusts, open ended investment companies (OEICs), exchange traded funds (ETFs), investment trusts and other securities.
(Source: F-4)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202212/31/2022Yes----

Industries
SIC Code Description
7372 Prepackaged software
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chief Executive Officer Richard A.Rowney 52 8/6/2021 8/6/2021
Chief Financial Officer Michael R.Regan 44 9/12/2022 9/12/2022
Secretary MichelleBruce 7/1/2020 7/1/2020

Subsidiaries
Business Name Address City State/Province Country
Curtis Banks Group PLC 3 Temple Back East BRISTOL United Kingdom

Business Names
Business Name
Curtis Banks Group PLC
NUC

General Information
Number of Employees: 395 (As of 12/31/2022)
Outstanding Shares: 76,925,903 (As of 12/31/2022)
Stock Exchange: LON


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Friday, April 26, 2024