Click below to read testimonials from some of the adviser firms
who have already selected Novia as a partner and are successfully
using the Novia service.
Simon Whitney, Partner,
Montpellier Asset Management, Cheltenham, Gloucestershire
Trading for over 15 years with over 400 clients, the four strong
firm provide financial advice and wealth management principally for
private clients.
Ken Taylor,
Director, Mackenzie Taylor Wealth Management
5 RI firm based in Nairn, Scotland, specialising in wealth
management for individuals and small/medium size corporates.
Karel Jacobs,
Joint Managing Director, Canter Holland
6 RI firm with offices in London and Peterborough, over £50m under
management and clients throughout the UK. Focus on wealth
management and financial advice for individuals, and work closely
with solicitors and accountants.
Paul de Raney
IMC, Director, P W White & Partners Limited
4 RI firm based in Amersham, Buckinghamshire with ca £100m under
management.
Geoff
Catterall, Director, Stonewater Wealth Management
6 RI firm, based in Tarleton Lancashire, providing financial advice
and wealth management for over 500 clients.
