About Us

Established in 2014, the team at Novitas Wealth Management has over 70 years’ combined experience providing practical financial planning advice to people, families and businesses in Nottinghamshire and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages, protection and all types of pension and retirement planning. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Novitas Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Meet the Team

Mark A. Truman B.Sc (Hons) dip PFS

01159 771 046

About Mark

Mark has been in financial services since leaving Leicester University in 1997, where he read both Physics and Astrophysics.

He started his career working as a paraplanner for some of the largest Independent Financial Advisory companies in the UK. He later furthered his career as a pension and investment consultant for two of the largest life and pension companies in the UK, Royal London and Aegon.

Although only becoming a financial adviser in January 2009 Mark has collated an extremely broad knowledge and experience of the industry on both sides of the fence.

Mark holds multiple specialist pension exams, currently advising on pensions from Final Salary Schemes, Auto Enrolment, Small Self-Administered Schemes, Self-Invested Personal Pensions and Personal Pensions. He also holds advanced certificates in Investments, Taxation & Trust, Financial Planning and Retirement Planning.

Mark’s goal is to not only ensure the quality of financial advice is of the highest standard at Novitas but it is clear and transparent for all.

Craig J. Stringfellow FPC CeMap

01159 771 046

About Craig

Craig has been in financial services since 1991 after starting his career as a financial adviser with Royal London. During his time with Royal London, he not only gave financial advice but also ran his own team of 14 advisers, overseeing all aspects of theirs and the company’s compliance.

However, it wasn’t until 2001 when Craig finally got his true calling when he decided to specialise in mortgages and since then Craig has only advised in this area.

Craig holds the level 3 Certificate in Mortgage Advice and Practice (CeMAP®) qualification and when this is combined with his over two decades of placing mortgage experience it gives him a depth of knowledge which is incomparable.

Craig’s goal echoes that of Novitas, to ensure the quality of his advice is of the highest standard and is clear and transparent for all.

In Craig’s spare time he enjoys family life with his wife, son and two daughters and especially enjoys his time in the garden.

Michelle Cowlard

01159 771 046

About Michelle

Michelle started her career in financial services in 1990 as a customer adviser with the Royal Bank of Scotland. Over the years Michelle has seen many changes to banking and only left in 2015 when RBS decided to downsize its number of local branches.

Michelle is a key member of the Novitas team and heads up our client review department. Michelle uses her many years of experience to ensure each and every client of Novitas receives a review which is second to none.

In her spare time Michelle helps support several local schools as an exam invigilator as well as providing additional support to students who need a reader or scribe during exams.

Michelle, her husband, and daughter are keen campers and travel the length and breadth of the UK in search of the perfect outdoor life.

Michael Ginever

01159 771 046

About Michael

Michael joined Novitas as part of our “Adviser Acadamy” and although has only just started his career in financial services hopes to one day be a fully fledged adviser.

Michael recently passed his A-levels in Physics, Maths, Further Maths, and Accounting and hopes to use his exams as a firm grounding for his future career at Novitas.

Michael has a keen interest in computers and often builds his own from scratch in his spare time, he also has an ear for prog-rock and enjoys attending concerts and festivals.

Want to know more?

Call us for a friendly chat on 01159 771 046 or email: admin@novitaswealth.co.uk