Sales Team

Paul is one of the three founding directors of Novia Financial. In the 7 years since launch, the business has attracted in excess of £4.5 billion sales and hit profitability 3 years after launch. In this period Novia was also responsible for the development of the AEGON wrap. This experience has been extended to the recent launch of our new multi-currency, offshore platform, Novia Global. Novia Financial was created out of a genuine desire to put the client at the head of the food chain, and every Novia development starts with the question "how will this enable the client to achieve the best possible outcome from the investment decision they make"?

Prior to this Paul spent 7 years helping launch the Selestia platform which latterly became the Skandia platform.  Whilst there, Paul helped project manage a large number of IFAs making the transition from traditional transactional selling to relationship based financial advice with the aim of increasing business values, reducing unit cost and mitigating business risk. Paul's spare time is spent skiing, sailing, cycling, dining and ferrying three children to various venues.

Claire has worked in the financial services sector for over 10 years, gaining experience within life companies and Adviser firms.

One of Claire's roles was with Skandia supporting two Regional Sales Managers, and following the closure of the regional office Claire went to work for an Adviser in Bath. However, she was keen to resume her role supporting various Adviser firms and helping to streamline their businesses with the use of a wrap provider.

In her spare time she enjoys going to the cinema, organising trips away with friends, cooking, and the occasional gym class!

Jenna has worked in the Financial Services industry since 2007, originally working in the Life & Health Insurance sector, and later bringing this experience with her to Novia.

Jenna started at Novia within the Operations team, which enabled her to gain a good knowledge and understanding of the business and how it functions. Over the years she has seen the Company develop, and has contributed to the excellent customer service experience that Novia clients have come to expect. Jenna really likes how fast paced and forward thinking Novia is. Having gained such an important and deep understanding in Operations, Jenna is now looking forward to her move into Sales.

Outside of work Jenna’s time is largely spent with her partner & young son . They enjoy fun day trips and weekends with the extended family.

Catherine started her career at a Financial Adviser firm before moving on to James Hay Pension Trustees, working for 10 years both on their SIPP and Wrap propositions.

Having experience within the wrap market, Catherine understands the need for an efficient platform to enable Advisers to do their job. She believes strongly that Novia is set up to deliver an excellent customer service experience.

Catherine is passionate about sport, both watching and playing, especially football, squash, tennis and golf. Although she spends most weekends supporting Salisbury City FC, her home team in Wiltshire, she also enjoys going back to Ireland where her family are from.

Keith began his career in Financial Services working in Sales for Equity and Law. Since then he has worked for a number of Financial Services businesses including Scottish Life and, prior to Novia, working as a Regional Sales Manager for AXA covering the London area. Keith has accumulated over 20 years’ experience and has also spent time working within a large regional IFA practice.

Keith says "There is no doubt that Novia's reputation as a rapidly expanding and fast moving business was a big pull for me, but I think the key attraction of Novia was its genuine desire to offer Advisers more than just the minimum required of a wrap platform."

Outside of work, Keith spends his time with his family, including two very active sons. He enjoys all sports, but in particular football, golf and skiing.

Tony has been working in the Financial Services Industry for 25 years including 16 years at Skandia where he became the Regional Sales Manager for the Midlands. He then spent a short time at Cofunds before moving to Novia to work in the East Midlands area.

Tony has tremendous experience of the Platform / Wrap market place and hugely values the importance of people in our Industry. He says "it's like a breath of fresh air and is excited & thrilled to be part of the Novia Sales Team". He believes the challenges for Advisers in light of the TCF initiative can be best served through teaming with the best wrap technology in the market today. He believes Novia are extremely well placed with an innovative and exciting proposition which gives the Adviser the winning tools and perfect wealth solution for their clients.

Tony is married with one daughter and lives in Leicester. His mantra has always been to "work hard play hard". Many will know him as a serious golfer who loves the ski slopes and misses the camaraderie of the hockey field.

Andrew has been in Financial Services since 1991. Andrew's early career was with AXA before moving to an Adviser sales role at National Mutual, progressing to become Key Accounts Manager. In 2001 Andrew was approached to lead the National Accounts function of Selestia and help launch the Platform in to the UK market, remaining there for nearly six years. Following this Andrew worked on UBS's UK platform for 18 months, gaining the IMC, before joining the Novia launch team in September 2008.

Andrew says. "Having worked with Adviser businesses in the platform arena for some time, that experience can be used and combined with Novia's complete wrap solution to focus on the needs of the Adviser's business and their clients. Our industry is changing and I believe Adviser firms want to be supported in gaining genuine control of client assets, and to optimise their client experience."

Most of Andrew's spare time is centered around his wife and two children. He also tries to find time for sport, as well as socialising and travel.

Scott has over 18 years' experience in Financial Services of which 16 of those years were spent working at Zurich as a executive consultant. Scott was part of the top performing branch for 3 years running and was a consistent high performer and top senior consultant for Zurich in 2003.

Scott says: "When I considered joining Novia I was very impressed with the professionalism and integrity of the people within the business. Novia has a fantastic reputation as a fast moving and forward thinking business within the Financial Services industry. I am pleased to have seen first hand how the business and staff within it are in a great place to really capitalise on the changes facing the market and I am looking forward to being part of that team."

Scott is an avid Squash player, playing in the west of Scotland leagues as well as an amateur football player. He lives in the West of Scotland with his wife and daughter.

Bernie has been in financial services for over 30 years, the last 13 being spent as a Senior Sales Manager for Zurich running the Eastern Counties team. He is qualified as a Chartered Financial Planner, Fellow of the Chartered Insurance Institute and is also qualified as a Practitioner in Prince 2 project management.

Bernie believes that our proposition can really make a difference to Advisers, as the wrap market is an exciting place. He is really looking forward to working in partnership with Advisers to help support their business plans and goals.

Bernie is married with two children and currently lives in Nottingham, although he is originally from Essex. In his spare time he follows West Ham United and having lived in Toronto, has a passion for ice hockey and baseball, following the Maple Leafs and Blue Jays. Bernie enjoys travelling, and often returns to Toronto as he has a large family based in Canada. He also enjoys amateur cooking, the highlight being a winning appearance on Ready Steady Cook!

Nick has been working in financial services for more than 25 years, gaining valuable experience as a Life Company Consultant and financial Adviser in intermediary practices. Nick's last four years at Zurich were as Sales Manager in Manchester and subsequently in Leeds.

Nick says "I am really looking forward to working within an independent business that focuses 100% on supporting like-minded intermediaries deliver world beating advice propositions to their clients."

His hobbies include playing (veterans) football, golf, catching up with friends and walks with his wife, 2 children and Cocker Spaniel. When he needs to relax he enjoys listening to his varied music collection of Jazz, Soul, Funk and Indie.

Amelia joined Novia from within the Legal and General Group where she supported Financial Advisers across Cofunds and the Legal and General product range. Amelia specialises in Account Management, building successful business relationships and providing high level support. 

Amelia says, "Novia has all the technological advancements an Adviser needs, and its commitment to continuous development is exhilarating." Having worked within the platform market, Amelia understands the importance of platform efficiency, tools and reporting to aid the everyday business of an Adviser. 

In her spare time Amelia enjoys reading, cooking spicy food and walks along the Sussex seaside. 

Tim has been gathering experience in Financial Services for over thirty years, from using very early platforms as an IFA through to joining Skandia at the same time as Selestia, taking the new and exciting supermarket to the IFA world.

“As an independent business created to provide the best client outcomes, Novia has led the way in demonstrating and delivering true tax saving initiatives,” Tim says. “Drawing from a tremendous wealth of experience, Novia represents the refreshing face of the new world open architecture technology, continually evolving and creating efficiencies for all IFA businesses.”

Tim is married with four boys, and much of his spare time is spent supporting their interests and activities. This is mainly through sport including Cricket, Rugby, Football and Athletics, and the two older ones in the world of music.

Neil has over 25 years' experience in financial services and has been an IFA, a Building Society Manager and had several roles as a Broker Consultant including 10 years at Skandia where he helped his advisers prepare their businesses for TCF and RDR. Following this, Neil worked as a Business Development Manager at MetLife but when the role at Novia came available he jumped at the opportunity.

Neil says: "I've continued to have a healthy interest in the Wrap Platform market and the name Novia came up frequently. I am thrilled to be joining Novia who have a reputation for excellent functionality and, by all accounts, have a tireless commitment to continuous development."

As a firm believer in professional development, Neil is an Associate of the Chartered Insurance Institute and a Chartered Financial Planner.

Neil lives in Coventry with his wife and two children and enjoys holidaying in North Wales and Portugal whenever possible. His other interests include music, gardening and reading and he is also a keen cyclist and Karate enthusiast.

Diane joined the industry in 2003 after completing a degree in Accounting at the University of Liverpool.  Initially joining Tilney Investment Management, she then moved on to AXA Wealth where she spent the last six years as a Business Development Manager covering all aspects of the proposition.

Ever committed to professional development, Diane holds the Investment Management Certificate, is an Associate of the CII and is a Chartered Financial Planner. 

Diane says “having worked with platforms for a number of years, the opportunity to join Novia was one that I couldn’t refuse.  The company is very forward thinking and truly puts the Adviser and Client at the heart of what they do; something that I very much believe in”

Diane lives on the Wirral with her husband and in her spare time has recently rediscovered her passion for running. 

Lauren has over 14 years' experience in the financial services industry and specialises in building profitable relationships through Business Development.

On Novia, Lauren says 'having worked for a number of large life companies and banks, I was really drawn to the fact that Novia are independent and not controlled by any parent companies. This means that they can really focus on their sole aim, which is providing an innovative platform with market leading technology'.

Lauren lives in the New Forest and in her spare time she enjoys horse riding, shooting and has recently started sailing.