Novus Wealth Management is a firm of independent financial advisers based in Wynyard. Our clients are small to medium sized businesses and high net worth individuals. Our clients typically have more complex needs and investment requirements that warrant specialist advice. All of our clients are serviced as individuals, no one service is the same and our objective is simply to provide tailored solutions, always putting the clients’ needs first. Simply put, our approach is to do whatever is necessary for our clients, not what is expedient for us. Our advice proposition and service is built upon the relationships we establish with our clients and we believe part of that relationship is understanding their objectives and helping them plan for the future and mitigate or make way for the things that really matter to them. Our advice is fully independent. This means that we operate without restriction and without bias of affiliation to any product or provider in the market. We don’t handle client money. Whilst we do not directly offer legal or accounting services we can provide direction and guidance in these areas and can collaborate with other professionals of which we have a trusted network. We believe that an integrated approach is important and ensures that everyone is working in your best interests and focused on achieving your objectives. A solid relationship and good communication between your professional advisers will ensure that you receive the most cost-effective and appropriate solutions.
Services Include:
Corporate Services
- SIPP/SSAS
- Protection
- Corporate Investment
- Business Planning
- Workplace Pensions
- Employee Benefits
Private Client Services
- Investment Management
- Retirement Planning
- Estate Planning/Preservation
- Protection
Contact Details
Novus Wealth Management Ltd
Wynyard Park House
Wynyard Avenue
Wynyard Business Park
Wynyard
TS22 5TB
01740 667099