Nucleus Financial
Pamela Taggart is an experienced finance professional currently serving as a Transfer Analyst at Nucleus Financial since June 2023. Previously, Pamela worked as a CASS investigator at a Big 4 Consultancy Firm from October 2022 to February 2023. A substantial tenure at Capita from July 2018 to September 2022 included roles such as Stockbroking Claims Handler, SIPP Claims Handler, Performance Improvement Coach, and Quality Assurance Specialist, focusing on quality and claims handling in financial services. Additional experience includes positions as a Complaints Handler at Abellio Group and Deloitte, a Customer Support Representative at Lloyds Banking Group, and as a Subject Matter Expert for PPI at Barclays, where Pamela progressed from a temporary data entry role to training and specialization in claims and complaints.
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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.