Nucleus Financial
Pete Dobosz is an experienced professional in customer and client relations, currently serving as a Customer Consultant at Phoenix Group since August 2021 and as a Client Relationship Manager at Nucleus Financial since April 2019. Prior roles include Relationship Manager at Standard Life Aberdeen and Platform Support at Aegon, where responsibilities encompassed handling complex customer inquiries and training new staff. Pete's career began at Standard Life, where a 12-year tenure in the Pension Claims departments provided extensive experience with various pension contracts. Educational background includes a degree in English Language and Literature from Portobello High School, attended from 1995 to 2001.
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.