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.

Novia - intelligent wealth management

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.

Did you know...?

“The Portfolio Scan tool is time-weighted and looks at the performance of the underlying funds during a specified period. It allows Advisers to ‘drill down’ into portfolios to analyse their asset allocation, geographical/sector split, return compared to benchmarks and risk rating. It’s ideal for Client Updates and Review packs, and can be white-labelled if accessed during a new business journey. '' Implementation Executive

Quick links

Novia in the news

Novia upgrades Pension Transfer Analysis tool ahead of new requirements | Read more

Novia extends partnership with Bath Rugby | Read more

The Investment Platforms Interim Report | Read more

Novia Financial profits surge by 110% | 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 Financial named Best UK Adviser Platform - at ETF.com 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 jobs@novia-financial.co.uk enclosing a CV.

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