Estate planning is a key part of your financial plan. Without creating a comprehensive estate plan, your intentions for your money might not be carried out on your death. This…
Welcome to Novus Financial Services
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.
Meet our team
Managing DirectorNeil has been the Managing Director of Novus since 2012 and has worked in the financial services industry since 1992. Read More
Financial AdviserClaire is particularly experienced in pensions, retirement planning and arranging ‘at retirement’ income solutions. Read More
Financial AdviserJosh is a Financial Adviser who specialises in advising on investments & pensions. Read More
Financial AdviserDavid mainly deals with business owners approaching retirement and helping individuals make their retirement savings work harder. Read More
Business ManagerDenise 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. Read More
Financial AdviserRichard is a Financial Adviser who specialises in advising on investments & pensions and has been in the Financial Services Industry for 10 years in various roles. Richard is well on the way to achieving Chartered status. Read More
ParaplannerCindy joined Novus in October 2019 and works alongside Joshua North as his Paraplanner. Read More
Financial Adviser AssistantLouise oversees client annual review processes and office processes, ensuring procedures are in place for office tasks. Read More
Financial Planning Assistant & AccountsAllison has worked in Financial Services for over 14 years and has a dual role within Novus. Read More
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What our clients have to say
“The Team at Novus is professional, knowledgeable and friendly. It is easy and pleasurable to discuss situations with them, either face to face or over the phone. They are happy to discuss any financial problem no matter how small. Regular updates on my pension situation are easily understood with ongoing advice offered immediately on request. They have looked after my pension for ages and will continue to do so.”
“Chris has been dealing with my financial affairs since the early '90s and Claire since 2014. I have always found them both extremely efficient and easy to deal with. I have no qualms about recommending them to anyone who is looking for a reliable company that is still small enough to offer a personal service.”
James Proctor, Menston
“The Novus Financial Services team provide us with a truly bespoke financial advice service, constantly seeking to understand our current situation and future plans (including hopes and dreams!). The team have successfully delivered above market average performance on our investments to date, with a great emphasis placed on optimising portfolio growth aligned to our attitude to risk. As circumstances change and we move towards a new life stage, Novus is a very important ‘partner’ in our decision making; providing relevant illustrations on future retirement possibilities based on our own objectives and assumptions. On a personal level, our Novus financial advisor is exceptional, always available to give advice and very willing to work around our busy diaries.”
Mr and Mrs J McAulay, Bishop Monkton
Request a callback
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.