Blog

Ten ways to avoid Inheritance Tax 28th June 2019

Over the past decade, the amount of Inheritance Tax (IHT) paid has more than doubled. Figures from the Office for Budget Responsibility shows it rose from £2.4 billion in 2009/10…

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Understanding your retirement income options 28th June 2019

Retirement today is very different to that of our parents’ or grandparents’ generations. We’re unlikely to have a retirement party on our 65th birthday. We’re equally unlikely to receive a…

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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.”

Geoff Downing

“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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