Nucleus Financial
Lara Retallick has extensive experience in the financial services sector, currently serving as a Business Consultancy Partner and Service Relationship Manager at Nucleus Financial since January 2021. Previously, Lara held multiple roles at James Hay Partnership from June 2013 to January 2021, including Senior Service Executive and Service Executive. Earlier experience includes a position as a Customer Service Executive at Royal Bank of Scotland Business from August 2010 to June 2013. Lara's educational background includes attendance at Queen Mary's College in Basingstoke from September 2005 to July 2007.
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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.