Novitas Wealth Management

Independent Financial Adviser  Building 2B, Suite 3B, East Bridgford, Nottinghamshire, NG13 8PJ
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FCA authorised
Last authorised 26th July 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
George Bonsall PETR LTCP DipFA
About us

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.

Our services

Provide independent advice on all areas of financial planning,

Pensions and retirement solutions
Investments
Inheritance/Estate Planning
Business Protection
Later life/care fee planning

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Full compliance monitored regularly by external agency to ensure suitable client outcomes.

Building 2B, Suite 3B, East Bridgford Business Park, East Bridgford, Nottinghamshire, NG13 8PJ

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