Nucleus Financial
Amy Ladd currently serves as a Senior Service Executive at James Hay Partnership since November 2013 and has been a Business Consultancy Partner at Nucleus Financial since January 2022, where Amy also holds the title of Platform Consultant Executive. With extensive experience in the financial services sector, Amy Ladd has developed a strong expertise in service management and business consultancy.
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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.