Nucleus Financial
Tina Duff is an experienced client solutions manager with a demonstrated history in financial services, currently employed at Nucleus Financial since August 2017. Tina has held multiple roles, including Senior Client Solutions Manager, Client Relations Manager, and Client Relations Support. Prior experience includes working at Aegon from January 2010 to July 2017, where Tina served as a Platform Administrator, Sales Support, and Customer Service Representative. Earlier in the career, Tina worked as a Pensions Administrator and Sales Liaison at Scottish Widows from November 2007 to December 2009. Tina holds a qualification from the Chartered Insurance Institute (CII) in UK financial services, regulation, and ethics.
This person is not in the org chart
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.