Nucleus Financial
Emma O'Brien is an experienced professional in client relationship management and customer service, currently serving as a Client Relationship Manager at Nucleus Financial since November 2019. Prior to this role, Emma worked as a Client Relations Support at Nucleus Financial and spent over five years at Aegon, where responsibilities included administering pension scheme compliance and handling customer queries. Emma's career began at Tesco Stores CR as a Customer Service Advisor, gaining extensive experience in customer complaints, refunds, and retail operations. Emma holds a Bachelor’s Degree in Psychology with Sociology from Edinburgh Napier University.
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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.