Nucleus Financial
Khloe Salmon is a seasoned professional with extensive experience in project management, client relations, and data quality management. At Nucleus Financial since September 2020, Khloe has held the roles of Data Quality and Records Manager, Knowledge Manager, and Client Relationship Manager, demonstrating a strong commitment to excellence in service delivery and organizational processes. Previously, at Perrett Laver from May 2015 to September 2020, Khloe served as Senior Project Manager, managing client relationships, overseeing procurement contracts, and leading the APAC Corporate Responsibility Team. Additional roles include Executive Assistant at Prospect Capital Management and Customer Loyalty Consultant and Mortgage Underwriter at Scottish Widows. Khloe holds degrees in International Business Practice from the Mountbatten Institute and Event Management from Queen Margaret 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.