About us

Behind every plan is a team working carefully to support it.

At Novitas, we combine clear thinking with a consistent, well-structured approach – bringing together technical expertise, organisation and client support to deliver advice that is both thoughtful and practical.

You may not always see everything that happens behind the scenes, but it plays an important role in ensuring each client receives a high standard of care, clarity and ongoing support.

The people behind Novitas

Mark Truman

Managing Director

Mark is the owner of Novitas and works closely with every client. He leads meetings, helps turn objectives into clear and practical plans and supports clients in making confident decisions about their finances...

Tyler Kirkbride

Paraplanner

Tyler is a paraplanner at Novitas, working closely with Mark on new client cases and supporting the investment process behind the scenes. He plays a key technical role within the team, researching planning scenarios, supporting...

Michelle Cowlard

Client Liaison Manager

Michelle is our Client Liaison Manager and leads the client review process, helping ensure each review is delivered smoothly and to a high standard. She works closely with the wider team to coordinate meetings...

Elvira

Operations & Case Management

Elvira plays a central role in the day-to-day running of Novitas, ensuring that every case is handled accurately and efficiently from start to finish. She maintains detailed client records, keeps cases organised...

Sebastian

Review Support

Sebastian joined Novitas through the Adviser Academy and is currently part of the client review team, while developing his knowledge of financial planning and the wider industry. He supports the delivery of ongoing service...

Tracy

Client Engagement Lead (duty of care / additional support)

Tracy leads the Client Engagement Team at Novitas, helping ensure clients feel supported, understood and appropriately cared for. She plays an important role in identifying when additional support may be needed and works...

Sprig & Wilson

Resident Spaniels (morale, meet-and-greet, general supervision)

Sprig and Wilson are the Novitas office dogs and a familiar part of the day-to-day environment. Both are working springer spaniels who enjoy being in the office and part of the routine. Sprig is the older of the two and tends...