Testimonials
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, Danny Callaghan, Partners, 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.
