I spoke to Christopher about two months ago as I wanted to update beneficiary details after making a will. He was friendly, clear in his instructions and seemed to have endless amounts of patience. It was my second phone call on the subject so Christopher gets a well earned 5 stars.What I don't like is that with all this new technology and security we have at our fingertips I have to go back to the 1980's to get anything done. It seems everything requires a phone call and completed forms have to be posted, emails are not accepted.As I'm in Australia I have a small window of opportunity to phone and I tend to forget, plus postage is lengthy and uncertain. I was told I would receive an email acknowledging receipt of the form I posted. That was two months ago and I haven't heard anything. So where is that form which contains so much private information?
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Nucleus Financial Platforms is one of the leading investment platform groups in the UK, we work with around 5,000 adviser firms to look after over £43bn of their clients’ money.
We provide access to products like ISAs and pensions, and a wide range of investments including funds, equities and bonds.
Our scale and profitability enable us to invest in products, price and service. This will ensure our platforms meet the needs of advisers in helping them make the retirement of their clients more rewarding.
We understand that things like personal circumstances, life altering events, or health can sometimes mean our customers need some extra support from us. For more information on the support we can provide please visit https://nucleusfinancial.com/supporting-customers or speak to one of our team.
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