Nucleus Financial
Lisa Cusson BA Hons is a seasoned professional in client relations and event management, currently serving as a Client Relationship Manager at Nucleus Financial since September 2022. Previous experience includes roles such as Customer Service Representative at abrdn, Sales & Service Team Leader at ExecSpace, and Group and Events Sales Executive at Radisson Hotel Group. Lisa began a career in events with significant roles including Events Assistant at The Scottish Parliament and Logistics Coordinator for TEDx Edinburgh Napier. Educational qualifications include a Bachelor of Arts in Festival and Event Management from Edinburgh Napier University and a Higher National Certificate in Events from Stevensons College.
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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.