Nucleus Financial
Suzi Duff has extensive experience in client solutions and team leadership, currently serving as a Client Solutions Manager and Technical Team Lead at Nucleus Financial since August 2014. Prior to this, Suzi worked at HomeStart as an Associate from January 2013 to July 2014 and held the position of Sales Support at Aviva from June 2007 to December 2012. Educational background includes attendance at Cleveden Sec School.
Nucleus Financial
1 followers
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.