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  11. Novitas Wealth Management Ltd

Novitas Wealth Management Ltd

Independent Financial Adviser  Building 2B Suite 3B, East Bridgford Business Park, Nottingham, Nottinghamshire, NG13 8PJ
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FCA authorised
Last authorised 22nd February 2021
As independent financial advisers, we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives.
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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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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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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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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
Meet our advisers
Mr Mark Truman
Managing Director
About us

We are an experienced team of financial advisers providing financial advice to individuals and businesses in Nottingham and surrounding areas.

Our services

We provide advice across a wide range of services including investments, savings, mortgages, protection and all types of pension and retirement planning

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

We are an independent firm directly authorised and regulated by the Financial Conduct Authority.

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

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