If leaving your loved ones a legacy is important to you, effective estate planning can help. There are many different areas to consider, and it can seem a daunting task….
Learn more about who we work with and how we help themRead More
Meet our financial advisers and their support teamRead More
Discover more about the advice we give to our clientsRead More
Learn more about our chosen charity and how we support themRead More
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.
Our Chosen Charity
Saint Michael's Hospice
So far we've raised 650 of our 2000 target
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.Find out more
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 AdviserNigel is hugely experienced having provided financial advice to individuals and businesses for over 30 years. Read More
Financial AdviserClaire is particularly experienced in pensions, retirement planning and arranging ‘at retirement’ income solutions. Read More
Chartered Financial AdviserScott is practised in personal pensions and retirement planning, as well as business protection and corporate pensions. Read More
Financial Adviser AssistantLouise oversees client annual review processes and office processes, ensuring procedures are in place for office tasks. Read More
Sales Support ManagerRuth oversees clients’ requirements in the review process and is a personal touch point for clients whilst arranging appointments. Read More
Financial Planning Assistant & AccountsHaving worked in financial services for 13 years, Allison now manages day-to-day administration. Read More
Financial Planning AssistantZoe has been with the Novus team for just over a year, working alongside studying for her financial services qualifications. Read More
ParaplannerJosh undertakes technical analysis to provide optimal solutions for clients, providing support to Claire through writing suitability reports. 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 AdviserDavid mainly deals with business owners approaching retirement and helping individuals make their retirement savings work harder. Read More
ParaplannerRichard undertakes technical analysis to provide optimal solutions for clients, providing support to Scott and David through writing suitability reports. 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.