Nucleus Financial Platforms, which claims to be one of the UK’s leading, independent, adviser platform and product groups, has appointed Julia Peake as Technical Manager, further strengthening its Technical Services team.
Julia joins from Canada Life where she “was a technical specialist for three years, and previously worked for Sanlam.”
In a career spanning over 20 years in financial services, she’s held “a number of roles working with providers, wealth planners and national advisory networks in pension, tax, trust and estate planning.”
Reporting to Andy Tully, Technical Services Director, Julia will be “part of Nucleus’ specialist Technical Services team, supporting advisers and helping to shape the group’s overall proposition.”
Following the acquisition of Curtis Banks, Nucleus has “brought together its 15 strong team of technical specialists into a single centre of excellence.”
The team creates technical content and attends both Nucleus-led and wider industry events sharing technical expertise and insight “to deepen advisers’ understanding of the ever-changing financial landscape, and how they can deliver better outcomes for their clients.”
They also work with industry groups and regulators, along “with other statutory bodies, to champion financial planning and campaign and lobby for change to ensure greater political consensus around pension and long-term savings policy.”
Andy Tully, Technical Services Director, said:
“We’re delighted to welcome Julia to Nucleus. Her expertise will strengthen our team supporting advisers as they wrestle with the complexities of taxation and pensions so they can support their clients. She joins at a crucial time given the number of recent changes. Our role is to help advisers navigate these so that they can ultimately help make retirement more rewarding for their clients.”
Julia Peake, Technical Manager at Nucleus, added:
“I’m thrilled to join Nucleus’ respected technical team. With an uncertain policy roadmap and a potential change of government later this year, there’s lots to do to support advisers helping them to keep on top of the changes and to deliver exceptional support to their clients It’s great to be working with Andy again and everyone across Nucleus has been so welcoming. I’m looking forward to playing my part in helping to build the best retirement platform for advisers and their clients. In these uncertain times, with widespread cost-of-living concerns and volatile markets, it’s more important than ever to improve understanding of pensions, taxation and building a holistic financial strategy so that more people can feel confident about their financial future.”
The Nucleus Financial Platforms group says that it “offers investment platforms and products exclusively to financial advisers, that ultimately help make retirement more rewarding.”