Nucleus Financial
Paul O'Donnell has extensive experience in the financial services sector, currently serving as Business Support Manager and Client Relations Team Manager at Nucleus Financial since September 2018. Prior to this role, Paul worked at Aegon from February 2014 to August 2018 in various capacities including Platform Team Manager, Customer Loyalty Coach, and Platform Administrator. Additional experience includes an Associate position at State Street from April 2011 to January 2014, as well as Store Manager at Extra Time AFM from August 2010 to April 2011. Paul began a career in customer service at Standard Life, holding roles such as Platform Administrator and Customer Service Representative from August 2001 to February 2010.
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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.