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…
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….
When planning for retirement, what do you consider? How much income your pension would deliver and the lifestyle you could look forward to was probably at the top of the…
Investing is a crucial part of a financial plan for many people. If you’re considering investing, whether for the first time or expanding your current portfolio, our new guide can…
Parents and grandparents are increasingly providing financial support to help the next generation find their feet. While you may want to offer a helping hand by financially supporting children, it’s…
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
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