Nucleus Financial
Chad Nisbet is a seasoned professional in client relationship management with extensive experience in the financial sector. Since February 2022, Chad has served as a Senior Client Relationship Manager at Nucleus Financial, following a role as Client Relationship Manager. Prior to joining Nucleus Financial, Chad worked at Aegon from November 2018 to February 2022 as a Platform Administrator, where valuable skills in client services and financial platform management were developed.
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.