Novitas Wealth Management Ltd

Independent Financial Adviser  Building 2B Suite 3B, East Bridgford Business Park, Nottingham, NG13 8PJ
First meeting at adviser's own cost
Independent financial advisers in East Bridgford, Nottingham; advising individuals and businesses with practical and relevant solutions to help them to meet their financial objectives.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Mark Truman B.Sc (Hons)
Managing Director

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
We have known Mark for many years as a trusted financial advisor, and have always found him and his team to be very friendly, responsive, reliable, and up-to-date in the advice we've received. They take the time to get to know your individual needs and explain complex issues in an easy-to-understand way, with no pressure, which is great to help you make the right decisions.
J Drury, Leicester
When moving from the corporate world after working for 35 years and facing the prospect of retirement the decisions about how to invest my pension pot, and more importantly, who can I trust, were difficult? I found the answer when dealing with Novitas. I found people who were prepared to listen to my needs, probed my appetite for risk, and understood that my money was the result of a lifetime's hard work, blood, sweat, and occasionally tears. Trusting people with your money is difficult, but Novitas offers a sensitive, and life relevant service demonstrating to me that they really care and want the best for me. When all is said and done, it's all about trust, who are you going to trust with your life's work?
W Baker, Nottingham
I approached Novitas looking for pensions advice. They were able to reorganize 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 spending more time with my grandchildren with the comfort of knowing I can afford to live. I will be eternally grateful to Mark and his team.
M Sellars, Nottingham
I appreciate the way in which Mark takes time to consider a holistic view of one's situation and then will recommend products or services appropriate to an individual's needs. He is extremely personable, and professional and is currently the only financial adviser that I would recommend.
R Hyde, Leicester
About us

We are a well-established independent financial planning firm with more than 75 years of combined experience. When you work with us, we’re instantly dedicated to understanding your personal needs and tailoring our multi-layered approach to help you meet your financial objectives.

We are committed to helping all of our clients meet their goals and objectives through comprehensive financial planning. Our specialist team of financial advisers work closely with all clients to help them create a bespoke financial plan and build a professional relationship that is trustworthy and honest, using years of combined industry experience to achieve a positive outcome.

We treat all our clients with the utmost integrity, which includes providing financial advice that is compliant with the ongoing regulatory standards set by the Financial Conduct Authority, with whom we are directly authorised.

Our services

We provide advice across a wide range of services including but not exclusive to: -

• ISAs and investments
• Pension consolidation
• Drawdown and annuities
• Life and ill health insurance
• Estate and inheritance tax planning
• Financial planning

Where to find us
Head office address: Building 2B Suite 3B, East Bridgford Business Park, Kneeton Road, Nottingham, NG13 8PJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
9.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0.65 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 2.85 mi
Helping You Achieve Your Financial Goals Through Independent And Impartial Professional Financial Advice.
 
Independent Financial Adviser 3.58 mi
Free initial consultation given in the following areas: Pensions, Investments, IHT Planning, Protection Insurance, Household Insurance and Wills
 
Restricted - whole of market 4.34 mi
Working closely with you, we will build a bespoke financial plan to help meet your financial and life objectives. Advisers based in Liverpool & Nottingham.