Cindy Julie - Paraplanner
2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB
Cindy's role at Novus...
Cindy started her career in Financial Services in South Africa. She moved to the UK in 2008 and got back into financial services a couple of years later. Cindy worked at a small firm in Harrogate, starting as an administrator and working her way up to becoming a Paraplanner. Cindy joined Novus in October 2019 and works alongside Scott Palmer as his Paraplanner.
Away from the office Cindy enjoys...
Cindy is married and out of work she is kept busy with two lively Alaskan Malamutes that require some extensive exercise. When not exercising her lively Malamutes, Cindy can be found at car shows, mainly American car shows, either as a spectator, or displaying her own car. Cindy also enjoys relaxing by the fire with a glass of red wine.
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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