Nucleus Financial
Gemma Fenton DipPFS is a seasoned professional in business development within the financial services sector, currently serving as the Business Development Lead at Nucleus Financial since October 2022. With a robust background at Talbot and Muir Ltd/Curtis Banks from July 2016 to October 2022, Gemma excelled as a Business Development Consultant for Wales and the South West, focusing on building adviser partnerships and managing relationships to meet revenue targets. Prior experience includes roles at JLT Group, where Gemma worked as a Business Development Consultant, Relationship Manager, and SIPP Administrator, along with earlier positions in administration and compliance. Gemma's educational qualifications include a Level 6 Advanced Diploma in Financial Planning and a CII Level 4 Diploma in Financial Planning from the Chartered Insurance Institute, as well as a degree from Cardiff University.
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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.