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Clarifying complexity

We work with your Adviser - to make it clear how your money is working for you.

Simple and flexible

Your Adviser can maintain your investments securely online utilising a wide range of investment options whenever your needs change.

Efficient and secure

Your Adviser can manage your investments efficiently and securely online, using the wide range of investment tools available.

Model Portfolio Manager

Click here to access the Model Portfolio Manager

Report Zone

Click here to access the Report Zone

Novia - intelligent wealth management

Novia is an online investment technology platform, built to enable Advisers to invest efficiently on behalf of their clients. 

For Advisers, we have streamlined the once complex task of creating and managing investment portfolios., We providing convenient online access to over 3500 assets from more than 300 investment managers plus access to over 70 Discretionary Fund Managers.  Our suite of investment tools allows Advisers to work efficiently, concentrating their energies on helping clients achieve their financial aspirations, rather than on administration.

For Investors, we provide access to Investor Zone.  This simple online portal provides an overall view of investments within the Novia account.  This means that the clients of Advisers using Novia can utilise the skills and expertise of a qualified Adviser whilst also having access to see how their investments are performing at any time. We also ensure that key documentation is made available online for Investors to access. 

We only accept investments through Advisers. If you would like to know more about how it all works, download a copy of our brochure.

The Novia platform offers real benefits to Advisers and their Clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service.

Efficiently manage your Clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.

WARNING:   We are aware of fraudsters, claiming to be from Novia Financial, who are attempting to take advantage of people who have previously invested in Carbon Credits.  If you are approached by these people we suggest you contact Action Fraud.  You can read more about the Carbon Credit scams here.

Novia in the news

Novia Financial teams up with ARC to offer unique integrated performance analysis comparator tool | Read more 

Novia Financial, Visit Bath and Bath Balloons team up for Balloon launch | Read more 

Copia, Novia’s DFM division, launches portfolios purpose-built for decumulation using iShares® | Read more 

Novia Financial launches Pension Transfer Value Analysis System | Read more

Novia continues commitment to Bath Rugby | Read more

Novia Financial named Best UK Adviser Platform - at Europe awards ceremony  | Read more


Be part of our team

Based in the heart of Bath, Novia offers exciting career opportunities for individuals interested in working for an innovative, highly professional and vibrant financial services company, operating at the forefront of exciting developments in the retail investment marketplace. 

If you wish to apply for the below roles please email enclosing a CV.

We do not accept CVs from third party agents, unless the agents are part of our preferred supplier list.