Nucleus Financial
Tom Wyman is an experienced client relationship manager currently employed at Nucleus Financial since August 2023. Previously, Tom served as a platform administrator at Aegon from July 2018 to August 2023, acting as the primary contact for customers and financial advisors on platform investments. Tom's career also includes a role as a retention specialist at Business Stream, focusing on securing commercial water contracts, as well as experience as a receptionist at Travelodge Hotels Limited, where responsibilities included managing hotel operations and cash handling. Tom graduated from Boroughmuir High School between 1997 and 2001.
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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.