Client Services Executive Team
James Savage - Client Services Executive Manager
James has worked in financial services for 10 years across a number of roles with Lloyds TSB, James Hay and AXA. For the past five years he has worked on two wrap platforms, James Hay and AXA's Elevate platform and says, "They were very different propositions, but both provided me with a very good insight into the UK platform market".
James understands, "Wrap platforms are the future, so the opportunity to join the company from inception and work alongside so many talented individuals to shape the business was just too good to turn down. There is a collective desire to succeed at every level".
In his spare time James is a passionate West Ham United supporter, enjoys watching films (too many favourites to mention!) and listening to rock/punk music.
Andrew Pearce - Client Services Executive
Andrew has worked in the financial services sector for just over six years starting off in capital and with profit bonds, life assurance and personal pensions. He later moved onto collective investments for the Norwich Union and The Royal Bank of Scotland's joint venture; within this role he focused on PEPs, equity ISAs and OEICs. Andy also has experience in the advisory side of the industry, having been a mortgage adviser at London and Country mortgages.
Andy believes, "It is an exciting opportunity to join an emerging company in an emerging market. I look forward to the challenge of contributing to the success of the Client Services Executive Team and Novia as a whole".
An avid sports fan, Andy spends most of his free time on the golf course, football pitch or watching dusty footage of 1950s boxing!
Kharina Sterner - Client Services Executive
Kharina's past experience has seen her working two years for HSBC as a management trainee and a Personal Finance Executive for AWD Chase de Vere dealing with life assurance, investments and mortgages and has over four years of financial customer services.
Kharina believes, "Novia is unique with its proposition. The innovations, experience and 'can do' attitude will move us towards a higher standard which we will challenge continuously. This makes it not only an exciting place to work in, but also enables us to provide our clients the best service in the market".
She moved to the UK from Sweden after her university studies and hasn't looked back since. Outside of work Kharina enjoys the cinema, literature, music and art. A keen amateur cook she uses her partner as a guinea pig for her creations.
Richard Townsend - Client Services Executive
Richard previously worked as a self-employed paraplanner and business consultant in Swansea after graduating from the town's University with a degree in Actuarial Studies.
He recently returned from six months travelling and is looking forward to challenging himself at Novia where he believes, "Novia, with its forward thinking environment, can advance the wrap market and provide advisers with the best tools to succeed". He already enjoys the freshness the new proposition brings and believes that Novia has the right people for success.
In his spare time he enjoys socialising, travelling, live music, water sports and is currently trying to teach himself to surf after catching the surfing bug at Bondi Beach!
Beth Morrell - Client Services Executive
Beth has six years experience in the financial services industry starting out as a sales consultant with Chelsea Building Society. She then spent two and a half years at Selestia as a business support administrator before taking time out to travel around the world.
Once back safely in the UK she worked at F&C in London for six months in business support for their range of international Sicav funds, and jumped at the chance to move to Bath to work with Bill and other familiar faces once again.
Beth believes that, "The Novia proposition is just what the market needs and by using market leading technology and the wealth of experience that the employees bring, Novia can unlock its true potential".
In her spare time she enjoys cooking and tasting the many different cuisines of the world, the theatre, going to music festivals and is always thinking about which country to explore next.
Catherine Rynne - Client Services Executive
Catherine started her career at a Financial Adviser firm before moving on to James Hay Pension Trustees working for 8 years on both their SIPP and wrap propositions.
Having experience within the wrap market, Catherine understands the need for an efficient platform to enable advisers to do their job. She is excited about the future and believes strongly that Novia is set up to deliver an excellent customer service experience.
Catherine is passionate about sport, both watching and playing, especially football, squash, tennis and golf. Although she spends most weekends supporting Salisbury City FC, her home team in Wiltshire, she also enjoys going back to Ireland where her family are from.
