We are financial advisers working with clients in Harrogate, Yorkshire and further afield.
There are many reasons why people seek financial advice.
Some are worried about a particular issue and feel that a financial adviser can help. Others are looking to the future and know that they need to start planning if they are to achieve their aspirations.
Naturally, the events life throws at us from time to time will have a huge impact on our finances. The birth of a child, the death of a loved one, illness and job changes all effect our financial wellbeing.
Whatever your reason for seeking advice, our financial advisers are here for you. We’ll listen, help solve your problems and assist you in planning for the future.
Saint Michael’s Hospice in Harrogate is an independent charity offering specialist care to people with a terminal illness, providing comfort and support, free of charge, to patients and their families.
The Novus team knows how important end of life care is and we’ve seen at first-hand the great work done by the team at Saint Michael’s Hospice.
We are proud to support Saint Michael’s Hospice in Harrogate.
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Neil has been the Managing Director of Novus since 2012 and has worked in the financial services industry since 1992.
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Nigel is hugely experienced having provided financial advice to individuals and businesses for over 30 years.
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Claire is particularly experienced in pensions, retirement planning and arranging ‘at retirement’ income solutions.
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Scott is practised in personal pensions and retirement planning, as well as business protection and corporate pensions.
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Josh is a Financial Adviser who specialises in advising on investments & pensions.
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David mainly deals with business owners approaching retirement and helping individuals make their retirement savings work harder.
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Denise manages the day to day business; working closely with the Director and the rest of the team to maintain, enhance and adapt infrastructure for the business needs.
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Richard undertakes technical analysis to provide optimal solutions for clients, providing support to Scott and David through writing suitability reports.
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Cindy joined Novus in October 2019 and works alongside Scott Palmer as his Paraplanner.
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Louise oversees client annual review processes and office processes, ensuring procedures are in place for office tasks.
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Allison has worked in Financial Services for over 14 years and has a dual role within Novus.
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Zoe has been with the Novus team for just over a year, working alongside studying for her financial services qualifications.
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How to use an inheritance to secure your future
6th October 2020
Receiving an inheritance can be life-changing and enable you to reach goals. But it’s often also overwhelming, and your emotions are likely to be conflicted. Handled right, an inheritance could…
3 ways you can build a nest egg for children
6th October 2020
The financial challenges younger generations are facing are well-documented. From difficulties getting onto the property ladder to paying for further education, reaching traditional milestones can be expensive. If you have…
If you would like to speak to one of our advisers please get in touch by calling us on 01423 870731, alternatively complete the form below and we will call you back.