Nucleus Financial
Charlene Freel is an experienced financial professional with a strong background in client solutions and administration. Currently serving as the Client Solutions Manager at Nucleus Financial since March 2019, Charlene has developed expertise in managing client relationships and providing tailored solutions. Prior to this role, Charlene worked at Genpact from March 2010 to March 2019 as a Senior Wrap Administrator, where responsibilities included oversight of account management and administrative support within the financial services sector.
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.