Implementation Team

Dan has a broad range of experience in both provider and Adviser backgrounds, where he has worked in Sales support, Client Services and paraplanning. One of Dan’s biggest achievements was obtaining the CII level 4 Diploma in Financial Planning accreditation alongside working in these roles.

Before joining the Financial Services industry, Dan was an accredited training professional in the telecoms sector. As a result, the opportunity to join Novia and combine these skills and knowledge in a forward-thinking and dynamic company was an ideal career move for Dan.

In his spare time Dan enjoys spending time with his family, watching live sport and listening to live music.

Chris started working in the wrap platform industry in 2012 and joined Novia in 2015.

He has held several roles during his time at Novia and has now moved to a role in the front office to continue his development.

Chris has always been impressed by the investment Novia makes in its employees and the development opportunities. This helps develop a culture where staff have a vested interest in the company, and creates common goals one of which is to provide the best service possible.

In his spare time, Chris has a keen interest in football, cricket and rugby. Having ran the Bath Half numerous times, he keeps fit by going to the gym and running. Alongside his active lifestyle, he also enjoys reading and spending the majority of his free time with his wife and daughter

Tom studied Accounting and Management at Cardiff University. Alongside his studies, he worked in sales for a company that provided training for legal professionals.

After graduating in 2016 Tom went travelling in Southeast Asia and New Zealand before starting his career in Financial Services with Ascentric. He made the switch to Novia in December 2019 and is excited to be working for a really innovative platform.

Outside of work Tom enjoys attending comedy shows, gigs and festivals. He is also a keen sports player and splits his time between playing cricket in the summer and football in the winter.

Mark has over 15 years’ experience working within Client Services and since 2014 has focused his career on the finance sector. He previously worked in a similar role at Fidelity Funds Network and joined the team at Novia in May 2016. Throughout his career he has worked towards a variety of qualifications including his IOC.

Mark enjoys working within fast-paced, progressive environments and sees Novia as an innovative company where great things are happening. He believes the dedication and hard working attitudes of the colleagues at Novia are what really set it apart from other platforms.

Mark’s passions outside of work include classic cars, travelling and spending time with family and friends. He is also a keen cyclist and likes to get out on his bike when he can.

After graduating from University with a degree in History, Kelsie began her career in Financial Services at NatWest where she undertook a number of different positions including ‘Assistant Relationship Manager’ and ‘Relationship Support Manager’. These roles allowed Kelsie to gain experience in providing excellent customer service, as well knowledge of the Financial Services industry.

Kelsie began working for Novia in December 2019. She enjoys working closely with IFA Firms to provide first-rate customer service, as well as working for a company that is flexible, efficient and forward thinking in its approach.

Outside of work, Kelsie enjoys keeping fit by attending fitness classes. She also enjoys spending time with her friends and family

Alex has spent the majority of his career within the Financial Services Industry, working for several blue-chip companies in a variety of roles including Marketing, IT and Sales, and has seen how the industry has developed and adapted over changing times.

Alex joined Novia in June 2017 from Zurich Financial Services. He notes that throughout his career the one constant has been the importance of delivering first class customer service. He recognises how Novia has been and continues to be proactive and forward thinking in their approach whilst having the ability to be flexible, efficient and deliver upon exceptional customer solutions.

Outside of work Alex has always enjoyed travelling and visiting new countries and places, and more recently has spent time travelling around Europe. He enjoys keeping fit through hill walking, running, cycling and regular visits to the gym.

Following a brief hiatus in London, Conrad began his career in platforms at a competitor in Bath in 2014. Conrad enjoys building relationships with clients and really getting under the skin of their business in order to deliver bespoke training tailored to their needs.

Outside of work Conrad enjoys, spending time with his Wife and two young children, Cooking, and Cycling.

Kerri has worked in the Financial Services industry since 2001, predominantly within Adviser firms. She has been lucky enough to fit in a couple of trips travelling across South East Asia, which was a great experience.

As Kerri has used the Novia platform in previous roles, it is now interesting for her to work on the other side and further her knowledge.

In her spare time she enjoys cooking, socialising with friends, festivals and exploring new places when possible.