Nucleus Financial
Karen Townley FEPAA is an experienced executive assistant with a comprehensive background in senior administrative support roles across various industries. Since February 2022, Karen has been serving as the Executive Assistant to the Chief Executive Officer and Chief Financial Officer at Nucleus Financial. Prior experience includes significant roles at LV= from April 2009 to February 2022, where responsibilities included support for the Internal Audit Director, Group Chief Executive, and Customer & Member Director, in addition to providing assistance to Directors of HR. Earlier positions include serving as a Personal Assistant for Siemens and Marketing Matters. Karen's expertise encompasses diary management, meeting coordination, travel arrangements, and document preparation for high-level meetings. Karen holds qualifications from Bournemouth and Poole College of Further Education and attended Corfe Hills and Epsom High School.
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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.