Nucleus Financial
Anna Teresa Sacco has over a decade of experience in client relationship management and support within the financial services sector. Currently serving as a Relationship Manager at Nucleus Financial since June 2019, Anna Teresa coordinates client onboarding, enhances service delivery, and provides training on business intelligence tools. Prior roles include Client Relationship Manager at Nucleus Financial Services, where responsibilities encompassed managing adviser firms and conducting analytical assessments, and Advisor Support/Junior Paraplanner at Duckworth Alexander Ltd. Earlier career experiences at AEGON UK and RBS included sales consultancy, customer service, and administrative support. Anna Teresa holds an MA in Management with Marketing from Heriot-Watt University and a Higher National Certificate in Business Studies from Stevenson College.
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.