Nucleus Financial
Sandy Sharkie has extensive experience in client relations and customer service, currently serving as Client Relations Support at Nucleus Financial since July 2023. Previously, Sandy held roles as a Client Services Support Team Administrator at abrdn and as a Customer Service Consultant at Royal London, where daily responsibilities included managing customer and Independent Financial Advisor queries across various communication channels. Sandy strengthened verbal communication skills working as a Customer Service Advisor for Sykes Global Services Limited, supporting HSBC's Business Internet Banking product. Additionally, Sandy gained experience as a Christmas Customer Assistant at Boots UK and as a volunteer at the Social Enterprise Festival, while also completing an internship at Baillie Gifford. Sandy earned a Bachelor's Degree in Business Studies from the University of Stirling.
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.