Nucleus Financial
Jonathan Inverarity is a seasoned professional with extensive experience in client relations and support roles across the financial services sector. Currently serving as Client Relations Manager at Nucleus Financial since May 2022, Jonathan previously held positions at 1825 Financial Planning as a Client Support Representative, and at Standard Life UK as a Claims Representative. Jonathan's career began in the customer service sector with roles at Nuffield Health and Phones 4u. Educationally, Jonathan holds an Honours Degree in Communication and Media Studies from Edinburgh Napier University and a Bachelor's degree in Media with Theory Production from the University of the West of Scotland.
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.