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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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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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 David and Claire through writing suitability reports.
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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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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 reduce tax liability to make your retirement income go further
22nd December 2020
Retirement planning means making a lot of decisions. You may already have thought about how long your pension needs to last or how other assets can provide an income. But…
The 5 steps you can take to protect your young family
22nd December 2020
If you have a young family, ensuring their security is likely to be a priority. It’s something that should be built into your financial plan to provide peace of mind….
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.
