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  11. Novitas Wealth Management

Novitas Wealth Management

Independent Financial Adviser  Building 2B, Suite 3B, East Bridgford, Nottinghamshire, NG13 8PJ
First meeting at adviser's own cost
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
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Response rating
7.7/10
phone Show number
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
George Bonsall PETR LTCP DipFA

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

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

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.

Accreditations
Care advice standard Certified Financial Planner
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”.
M. Sellars, Nottingham
“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.”
R. Hyde, Nottingham
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

Where to find us
Head office address: Building 2B, Suite 3B, East Bridgford Business Park, East Bridgford, Nottinghamshire, NG13 8PJ
Service coverage
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.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.7/10
phone Show number
check
FCA authorised
Last authorised 22nd February 2021

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