Nucleus Financial
Kirsty D. has a robust background in client relations and administration, currently serving as a Senior Client Relations Manager at Nucleus Financial since October 2017. Prior to this role, Kirsty D. held the position of Client Relations Manager at the same company. Experience also includes a brief tenure as a Pension SIPP Administrator at Alliance Trust Savings and as an Operations Administrator at Stocktrade. Additionally, Kirsty D. contributed as a Senior Administrator at BNY Mellon for five years, from February 2011 to February 2016.
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.