Nucleus Financial
Susan Boyd is a seasoned analyst with extensive experience in risk management and governance. Currently serving as a CASS Analyst and Risk Analyst at Nucleus Financial since June 2021, Susan oversees policies and the policy framework within the second line of risk. Previous roles include Governance Forum Administrator at Colleges Scotland, and several positions at Diligenta, Capita Life & Pensions, Prudential UK, and Scottish Amicable Life Assurance Society, showcasing a strong background in complaints management, operational controls, and customer service. Susan's educational credentials include studies at Robert Gordon University and Larbert High School.
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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.