Nucleus Financial
Michelle Davis is an experienced customer service professional currently serving as the Customer Service Experience Manager at Nucleus Financial since September 2022. Prior to this role, Michelle held various customer service management positions at LV= from February 2015 to September 2022, where responsibilities included leading a customer care center of up to 60 employees and ensuring compliance in service delivery. Michelle also served as a Team Manager at the Financial Ombudsman Service from July 2013 to January 2015, overseeing a team of adjudicators and facilitating collaboration across teams for service improvement. Earlier, Michelle was a Customer Service Team Manager at LV= between September 2009 and July 2013, managing teams in the Retirement Solutions business. Michelle holds a GNVQ in ICT from North Hertfordshire College, completed in 2004.
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.