Nucleus Financial
Lynne Arnold is a seasoned professional with extensive experience in the financial services industry, currently serving as an Asset Services Analyst, Corporate Action Analyst, and Client Relations Manager at Nucleus Financial since January 2015. Prior to this role, Lynne held various positions at Standard Life UK from October 2006 to November 2014, including Senior Retirement Consultant and Corporate Transfer Consultant, and began the career as a Senior Customer Service Representative at Standard Life UK from January 2000 to August 2005. Lynne's early career included work as an Executive Personal Assistant at Cheetham & Co Chartered Accountants. Educational qualifications include a Diploma in Financial Planning, along with two certificates in Mortgage Advice and Life and Pensions from the Chartered Insurance Institute, and an Investment Operations Certificate from The Chartered Institute for Securities & Investment.
This person is not in any teams
Nucleus Financial
1 followers
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.