Nucleus Financial
Stephanie Simoes Permuy is an experienced professional in client relations and financial management, currently serving as a Relationship Manager and Client Relations Manager at Nucleus Financial since March 2017. Prior to this role, Stephanie held the position of Client Relationship Manager at Blackstone Wealth Management from May 2015 to February 2017. Stephanie's earlier experience includes roles such as Office Manager & Assistant at Fingroup & Associates and Assistant Marketing Executive at Associated Systems. Stephanie began a career in marketing as a Marketing Consultant at FirstLife Online Intermediated Insurance Solutions. Education credentials include a Bachelor of Commerce (B.Com.) degree in Finance and Financial Management Services from the University of South Africa, completed between 2011 and 2014.
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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.