Nucleus Financial
James T. is an experienced professional in the finance and investment sector, currently serving as an Investment Operations Analyst at Nucleus Financial since January 2023. Prior to this role, James worked as an Accounts Administrator at JTC Group from February 2022 to January 2023 and gained experience as a Trainee Tax Consultant at KPMG in the Crown Dependencies from August 2021 to January 2022. Earlier in the career, James held positions in customer service at Starling Bank and as a Finance Summer Intern. James earned a Bachelor of Arts in Business Studies from the University of Stirling, completing the degree in 2021.
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.