Nucleus Financial
Julie Newman is a skilled professional with experience in program management and operational control. Currently serving as a Program Management Office Analyst at Nucleus Financial since August 2022, Julie previously held multiple roles at James Hay Partnership from March 2013 to June 2022, including Junior PMO Analyst, Operational Control, Senior Service Executive, Trading Administrator, and Reconciliations Administrator. This diverse background demonstrates a strong foundation in both analytical and operational functions.
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.