Implementation Team

Liam started his career in Financial Services in 2008 where he gained a passion for Customer Service at AXA before moving to Zurich in 2013. He had his first introduction to the Retail Platform market at Zurich as a member of their Sales Support Team. Liam became the Operational lead for the Platform’s biggest customers before joining Novia in July 2019 to further his career.

As the Head of Contact and Implementation, Liam oversees both the Client Services Executive and Implementation Team. His focus is to improve customer service, drive efficiencies and to plan the contact strategy for Novia’s ever-growing future.

Outside of work, Liam loves all things sports. He is the Manager of his local football team, where he started playing in 2007. He also enjoys watching the team he supports, along with spending time with friends and family.

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.

Dan has been working in financial services for over five years now, having briefly been a lifeguard after leaving full time education. Dan’s previous roles have included working at Diligenta (Friends Life) and Curtis Banks, a SIPP provider in Bristol.

These roles were predominantly surrounding Customer Service and account management so joining the Implementation team was the next logical step in Dan’s career. Having only worked for Pension companies and not an Investment Platform previously Dan feels that this is a great opportunity to expand his knowledge in the financial services sector. Dan is excited to be a part of such a forward thinking company and feels that the family environment and professionalism at Novia far exceeds any previous companies he has worked for, making it an enjoyable work place.

Outside of work Dan enjoys spending time with his partner and young son, who despite only just learning to walk, is already a faster runner than him! In his spare time he loves watching all sport, particularly Football, Rugby Union and cricket and also plays football and cricket (weather depending) regularly.

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.

Following graduation from University in 2016, James began his career in Customer Care and Client Services. Offering an objective, analytical and client-focused approach, his attributes mirror the core values that Novia was founded upon.

James enjoys the day-to-day challenge of a diverse range of queries from both Advisers and Clients directly. Previously having taught English as a foreign language, he offers a calm manner and endeavours to explain things in a style accessible to all.

Outside of work James is a keen rugby follower and Bath Rugby season ticket holder; he is also very passionate about coffee.

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.