Nucleus Financial
Keith Symon has extensive experience in client relations and technical support, currently serving as a Proposition Technician at Nucleus Financial since March 2019, after holding various roles including Product Technician and Client Relations Manager. Prior experience includes positions such as Priority Support Consultant at Standard Life Aberdeen, Premier Associate at HSBC, and Team Supervisor at Journeycall. Additional roles comprise Claims Manager positions at Gallagher Bassett and Suncorp Group, alongside earlier work as a Customer Service Representative at Aegon. Keith Symon possesses a Higher National Diploma in Advertising and PR, Marketing, and Public Relations from North East Scotland College, earned between 2005 and 2007.
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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.