Friendly and approachable

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

Job Title: Managing Director

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.

George Bonsall

Job Title: Independent Financial Adviser

George has been in financial services for over 13 years and joined Novitas in 2019 to work towards becoming a Chartered Financial Adviser. After starting his career at RBS and Lloyds Bank, George then joined the Royal Air Force. After serving for 3 years in the logistics squadron he left to become a Mortgage Adviser with Countrywide and eventually with the Nationwide Building Society. During his time at the Nationwide, he qualified as a Financial Adviser and later left to join one of the largest financial advisory firms in the UK before joining Novitas. George has collated an extremely broad knowledge and experience of the industry on both sides of the fence and is adept at providing tailored solutions to his clients. He holds multiple specialist qualifications in Pension Transfers and Later life Planning. As a result, George is able to assist clients through their financial life cycle, enabling him to provide advice which is tailored to meet individual client circumstances and producing positive outcomes. George is keen to keep fit and follows many different types of sports. He also enjoys spending time with his wife Janine and their daughter, Isla.

Michelle Cowlard

Job Title: Client Liaison Manager

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

Job Title: Paraplanner

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.

Tyler Kirkbride

Job Title: Paraplanner

Tyler joined Novitas as part of a career change from accounting and hopes his tax background will help him take his first steps into financial advising. Tyler has achieved a First-Class Honours degree in Mathematics, a postgraduate certificate in Innovative Engineering Solutions MSc and is a qualified secondary school maths teacher. He was awarded a certificate from the IMA for outstanding performance during his degree. Tyler is part of team S.A.F.E, a homeless kitchen that runs alongside the Salvation Army. Every Wednesday they provide food, clothing, toiletries and shelter for up to 100 people. He is an avid chess player and partakes in online tournaments in his spare time.

Want to know more?

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