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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
First meeting at adviser's own cost
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
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Response rating
7.0/10
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FCA authorised
Last authorised 26th July 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
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
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
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
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
About us

We are a modern, experienced team providing financial advice to individuals and businesses in Nottingham and surrounding areas.

Mark Truman our principle entered financial services over 20 years ago after gaining a degree in both Astrophysics and Physics from Leicester University.

He started his financials services career as a paraplanner for one of the largest advisory firms in the country before taking consecutive consultancy positions for Royal London and AEGON, before leaving to set up his own practice in 2009.

In addition to his extensive commercial experience he is a Pension Transfer Specialist which allows him to deal with all types of pension advice. He also holds the highest qualifications in investments, taxation and trusts and holistic financial planning.

Mark is supported by a highly experienced and qualified paraplanner and administrational team who use some of the most up to date technology to help bring our clients the best available solutions.

Our services

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

Where to find us
Head office address: Building 2B Suite 3B, East Bridgford Business Park, Kneeton Road, Nottingham, Nottinghamshire, NG13 8PJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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

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

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 26th July 2021

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