Who We Are

Novia is based in Bath and was created in 2008 by a management team with decades of experience working in investments, and more precisely in Investment Platforms. Having all originally worked at platforms that were subsidiaries of asset management groups, their vision was to create an investment platform that put the customer at the heart of everything they do.

Dedicated to delivering a leading wealth management service are our highly experienced Board, Executive Team and Sales Team.

Novia's board is chaired by Mark Winlow, an experienced Independent Non-Executive Director in the financial services sector whose other roles include Ageas and Starling Bank.

Our board also includes:

Peter Cartwright (non-exec) - partner and Head of Private Equity at AnaCap, who brings extensive experience across the financial services sector, where he has operated throughout his career in an executive and non-executive capacity.

Robert Massey (non-exec) - a managing director at AnaCap focusing on business services. He joined AnaCap from Oliver Wyman, where he was a Principal in the Financial Services practice.

Ken Fry (independent non-exec) – brings considerable experience in financial services technology having been the CTO and latterly COO of Aberdeen Investment Management.

Jane Dale (independent non-exec) – an experienced former finance director for several financial services business and currently a non-executive director for a range of financial service providers. Jane is chair of the Novia Audit & Risk Committee.

Patrick Mill - Chief Executive of Novia Financial plc.

James Slade - Chief Financial Officer of Novia Financial plc.