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.
Neil has been the Managing Director of Novus since 2012 and has worked in the financial services industry since 1992.
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Claire is particularly experienced in pensions, retirement planning and arranging ‘at retirement’ income solutions.
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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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Dawn has been in the financial services profession over 30 years, advising clients for that last 19 years.
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Richard 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.
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Cindy joined Novus in October 2019 and works alongside Joshua North 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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Pamela has worked in Financial services since 1996, having a vast experience over a number of different roles, most recently in Business Development for pensions, as well as paraplanning for independent advisers over 10 a year period.
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Zoe has been with the Novus team since January 2017, working alongside studying for her financial services qualifications.
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Izzie has worked at Novus since summer 2018 and gives support to all the advisers.
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Joining Novus in 2021 to assist with administration, Georgina is currently studying for her Financial Services qualifications.
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How could trusts help you protect your money for your family?
6th October 2021
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…
What sort of impact can ESG investing offer to your investment portfolio?
6th October 2021
ESG investing, also sometimes referred to as “ethical” or “responsible” investing, has been one of the most talked-about investment topics in the past 18 months. Social issues such as climate…
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.
