Nucleus snaps up James Hay's former tax specialist
An ex-James Hay tax specialist has moved to Edinburgh based platform Nucleus.
Nucleus announced today it had signed up Tracyann Kneen as a product technical manager.
Ms Kneen worked for James Hay Partnership where she was most recently technical manager and focused on tax and trusts. She was also formerly a tax and trusts consultant at Aegon for eight years.
In her new role, she will specialise in providing technical support across Nucleus’ product wrappers including onshore and offshore bonds, ISAs, tax and trusts. She will also provide support for propositional development and enhancement on the products, as well as technical training for users of the platform.
Ms Kneen said: “I feel inspired in joining a business that is well positioned to grow and succeed in a challenging and exciting industry.
“The commitment by Nucleus to improving and evolving its business through investment in technology and technical support inspires me with confidence about its future.
“I am looking forward to playing my part in increasing the technical strength of the business, raising our industry profile as well as working with advisers to see where the product technical team can help them grow their business.”
She will work alongside Rachel Vahey and Jon Gwinnett, also product technical managers at the wrap.
Nicola Megaw, head of legal and technical at Nucleus, said: “We’re delighted that Tracyann has joined our team, strengthening our technical expertise to help develop our proposition and support our adviser users.
“Tracyann has built an impressive career in technical matters, especially bonds, tax and trusts and I am sure her experience will be invaluable in helping Nucleus grow and in assisting advisers in bolstering their technical skills for the benefit of their clients.”