Nucleus Financial
Katie Barton BA(Hons) is an accomplished professional in the financial services sector, serving as a Product Owner and Business Analyst at Nucleus Financial since November 2021. With prior experience at Jet2.com and Jet2holidays as a Business Analyst in late 2021, Katie also contributed significantly to Nucleus Financial from December 2015 to September 2021, analyzing and enhancing the adviser-built wrap platform for financial advisers. Earlier roles included several positions at Aviva from February 2007 to November 2015, where responsibilities ranged from Wealth Development Manager to Platform Adoption Manager. Katie holds a BA Hons in Visual and Performing Arts from York St Johns University, completed in 2006.
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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.