Novitas Wealth Management
We are an FCA authorised, fully independent financial advice firm, providing advice across a wide range of services including investments, savings, protection and all types of pension and retirement planning.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 21st June 2021
Meet our advisers
George Bonsall PETR LTCP DipFA
Qualifications & Accreditations
CeLTCI - Certificate in Long-Term Care Insurance (LIBF)
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
AwPETR - Award in Pension Transfers
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
What our clients say
“I approached Novitas looking for pensions advice. They were able to reorganise my pension and investments, helping me to give up work two years before receiving my state pension. This has changed my life, giving me more free time to do the things I want to do like spend more time with the grandchildren with the comfort of knowing I can afford to live. I will be eternally grateful to Novitas and the team”.
“I appreciate the way in which Novitas takes time to consider a holistic view of one’s situation and then will recommend products or services appropriate to an individual’s needs. They are extremely personable, and professional and currently the only financial advisers that I would recommend.”
We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Novitas Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Provide independent advice on all areas of financial planning,
Pensions and retirement solutions
Later life/care fee planning
Where to find us
Head office address: Building 2B, Suite 3B, East Bridgford Business Park, East Bridgford, Nottinghamshire, NG13 8PJ
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face
Full compliance monitored regularly by external agency to ensure suitable client outcomes.