Nucleus Financial
Kirsty McLaren has over a decade of experience in client relations and customer service. Since February 2013, Kirsty has held various roles at Nucleus Financial, including Relationship Manager, Client Relations Manager, and Client Relations Support. Prior to this, from March 2008 to February 2013, Kirsty worked at Aegon as a Senior Customer Service Representative, where responsibilities included managing queries from clients and third parties, issuing annuity quotes, and conducting project work related to customer service and communication.
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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.