Regional Sales Manager: Tony Lord
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.
Relationship Manager: David Turley
David has worked within the financial services sector for over 25 years. He has gained a wealth of experience working in IFA Business Development and Account Management roles with Aviva, AXA wealth and specialist SIPP provider Curtis Banks.
David has a thorough understanding of the daily challenges that advisers and Para planners face and understands the benefits Novia’s platform can make to an IFA practice. With increasing dependency on technology throughout the IFA community David is dedicated to helping advisers deliver first class quality service both now and in the future. He says “Novia’s commitment to deliver first class customer service and latest wrap technology is a winning combination designed to help advisers' business flourish and grow”.
Outside of work David enjoys walking with his springer spaniel dogs (come rain or shine) and spending time with his partner and family.
Sales Manager: Scott Adams
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 three 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.
Relationship Manager: Dave Healey
Dave has over 16 years’ experience working within the both the Financial Services and Financial Technology (FinTech) industries and has gained a wealth of experience managing teams, accounts and relationships. His last role was at Momentum, where he headed up the customer service operations for both their d2c and b2b propositions.
Dave says that he’s really excited to be part of a closely-knit team at Novia, that clearly put an emphasis on the customer experience, through delivering efficiencies wherever possible, which is something that he’s very passionate about.
Dave lives in Bristol with his wife and enjoys playing and watching most sports, particularly, football, tennis, surfing and skiing. He also loves to socialise with family and friends and jumps at every opportunity to travel to new destinations when they arise.
Sales Manager: Helen Austin
Helen has over 30 years experience in the Financial Services sector, working primarily for Zurich in various roles. She worked her way through the ranks until she landed her dream job as a Broker Consultant for the Midlands, in 2008. Helping IFAs and building strong relationships through excellent customer support became a passion and a way of life, rather than just a job and the chance to work with a smaller, more agile, innovative team at Novia was an opportunity too great to miss.
"I strongly believe that truly putting the customer at the heart of everything, is vital to the success of any organisation. As is the ability to act swiftly when necessary. This is especially true in today's marketplace, when finding a differential is so important. Successful advisers know this and I'm looking forward to working with a Provider organisation that embraces this too"
In her spare time, Helen enjoys messing about with boats, skiing (both on and off the water), walking her dog and gardening in South Devon, where she now lives.
Relationship Manager: Sharon McClelland
Sharon joined Novia in February 2020, she has over 30 years experiences in Financial services, having previously worked with Sun Life of Canada, Friends Provident, Zurich and more recently Embark.
Sharon has ten years of experience working with platforms, where she has supported key projects and platform enhancement activities to ensure successful platform integration.
Sharon enjoys spending her time developing successful working relationships with advisers, to help deliver mutually beneficial business solutions alongside service excellence. She believes that working with Novia and all that the Novia platform has to offer to support an adviser’s business, will allow her to expand her reach and utilise her account management ability.
Outside of work, Sharon is happily married, she enjoys travelling, spending time with her children and visiting friends who are spread across the country.North West Regional Sales Manager: Emma Arnold
Emma has worked in the financial services sector for 15 years, starting her career for the HBOS group where she worked her way up to a Business Development Manager role. She then moved on to MetLife and more recently Curtis Banks.
Emma is passionate about building lasting relationships with her Adviser Firms and supporting them with excellent customer service.
Emma said “I’m thrilled to be joining the Novia Team. The technology they provide to advisers means a streamline journey for advisers, paraplanners, office staff and clients alike. Combine all that wonderful technology with the new Copia Custom and Guaranteed income proposition’s that have recently launched and it’s a very exciting time to be joining Novia, with lots to talk about to advisers, both new and old”.
Emma lives in Manchester with her husband Paul and their children. Emma loves to travel and always has a holiday to look forward to. At weekends she loves to spend time with her family, friends and the family dog Archie.Yorkshire and North East Regional Sales Manager: Craig Berry
Craig has spent several years working in the financial services sector, working for companies such as Lloyds Bank, MetLife and Old Mutual Wealth.
When Craig accepted the role at Novia, he was immediately excited by the innovative can do attitude of the business. Craig believes that "Novia clearly put the customer at the heart of everything they do."
Craig’s main interest outside of work is cycling. Craig races his road bike all over the UK from March to September every year.Northern Relationship Manager: Colin Stone
Colin joined Novia in August 2017 with 30 years experience in the finance industry, previously working with Natwest, HSBC, AXA and Standard Life in a variety of roles.
Wrap Platform experience includes spending eight years working on Elevate. Roles included designing and delivering training solutions as a Capability and Development Consultant whilst leading on projects including Six Sigma Lean. He has also worked as Customer Services Specialist sharing his knowledge, training colleagues and helping run a Contact Centre.
Colin is a happily married father of two children, currently at University and College respectively. He enjoys cycling though doesn’t get as much practice as the Bristol to Bath journey is far quicker by train!
Weekends are spent walking and training his new puppy. Colin enjoys the challenges and opportunities involved in managing Adviser Firm relationships and loves the positive attitude found within Novia.
David has worked in Financial Services since leaving school in 1987, with the last 32 years spent in Business Development roles across both the Wealth Management and Investment Management sides of the industry.
David says: "What convinced me to join Novia was the culture within the business. The company always want to put the client at the forefront of their thinking, both from a service perspective as well as an innovation perspective; everything they do is to enhance the client’s journey to their end goals. Having worked for Zurich, MetLife and LGT Vestra over the years, I felt the considerable number of innovations within the Novia platform and the Copia investment solutions, would offer a proposition to intermediaries that had something for all their client cohorts. I’m very much looking forward to getting to meet new firms as well as renewing friendships of old.”
David is an avid cricketer having played 10 years in the Minor Counties championship and, although he hates to admit it, has recently qualified to play in the National Over 50’s competition. Off the pitch, David lives at home with his Wife and two adult children in Peterborough and enjoys spending time walking his Border Terrier, Bertie.Relationship Manager for Home Counties and the East: Kevin Williams
Kevin has over 20 year of financial services experience, 16 of those working as an Account Manager at various Blue chip organisations. The attraction to Novia is the vision of the directors and how they see the industry over the next 5-10 years.
Outside of work Kevin's time is spent with his wife Kelly and three children who are all very actively involved in sport. Being an ex-athlete representing Wales & Great Britain, his passion is coaching and mentoring up and coming sprinting talent. Kevin also captained the Welsh athletics team at Manchester 2002 Commonwealth Games.
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.