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Tina Weeks' Serenity joins Nucleus
by Nicholas Paler on Jan 10, 2011 at 13:21
Serenity Financial Planning is joining IFA-owned wrap Nucleus in a move it said will give it more control over its future.
Tina Weeks (pictured), director of Barnet-based Serenity, said she would be transferring client assets from Fidelity FundsNetwork over to Nucleus after joining the wrap.
‘Nucleus is owned by IFAs and that structure means we have a lot more control than if assets are on a platform owned by a life company,’ she said. ‘The platform itself is also very easy to use, and they have good support for advisers.’
Serenity’s decision to join Nucleus takes the number of IFA business using the wrap to 81.
Nucleus chief executive David Ferguson said Serenity was exactly the type of business Nucleus wanted to attract. ‘We want progressive forward-looking businesses, and we are very excited about this,’ he said.
Weeks recently joined forces with peers in new venture Project Eve in order to promote lifestyle financial planning to the mass market.
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2 comments so far. Why not have your say?
Philip Calvert
Jan 10, 2011 at 18:12
Seems like a very good fit. Well done David and Tina.
Philip
report thisHuw Jones
Jan 11, 2011 at 15:49
One more of us, one less of them.
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