Nucleus Financial
Tim Insley has extensive experience in investment management and oversight, currently serving as the Investment Oversight Technical Manager at Nucleus Financial since January 2016, where responsibilities include managing a technical team and overseeing non-standard investments. Previously, Tim was an Investment-Technical Specialist at Rowanmoor Group plc, focusing on investment due diligence, and held a Senior Investment Technical Analyst role at Capita SIP Services, leading the Investment-Technical Team. Tim's career began at Personal Pension Management Limited as an Account Manager, managing a large SIPP portfolio. Tim holds a BA (Hons) 2:1 in History from the University of Exeter.
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.