We help you achieve your financial goals

Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Testimonials

“I appreciate the way in which Novitas takes time to consider a holistic view of one’s situation and then will recommend products or services appropriate to an individual’s needs. They are extremely personable, and professional and currently the only financial advisers that I would recommend.”

Robert Hyde MTC – Partnership

“I approached Novitas looking for pensions advice. They were able to reorganise my pension and investments, helping me to give up work two years before receiving my state pension. This has changed my life, giving me more free time to do the things I want to do like spend more time with the grandchildren with the comfort of knowing I can afford to live. I will be eternally grateful to Novitas and the team”.

Margaret Sellars Nottingham

“We’ve known Novitas for many years as trusted financial advisors and have always found the team to be very friendly, responsive, reliable and up-to-date in the advice we’ve received. They take the time to get to know your individual needs and explain complex issues in an easy-to-understand way, with no pressure, which is great to help you make the right decisions”.

Jackie Drury Leicester

“When moving from the corporate world after working for 35 years and facing the prospect of retirement the decisions about how to invest my pension pot, and more important, who can I trust, were difficult. I found the answer when dealing with Novitas. I found people who were prepared to listen to my needs, probed my appetite for risk, and understood that my money was the result of a lifetime’s hard work, blood, sweat, and occasionally tears. Trusting people with your money is difficult, but Novitas offers a sensitive, and life relevant service demonstrating to me that they really care and want the best for me. When all is said and done, it’s all about trust, who are you going to trust with your life’s work?”

William Baker Nottingham

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Want to know more?

To find out more, please call us on 01159 771 046 or email us admin@novitaswealth.co.uk