Novus Wealth Management

At Novus Wealth Management, we embark on a journey with our clients, fostering wealth and safeguarding their financial future. Our team of experienced financial planners provide exceptional, proactive advice to individuals and business owners across the North East, Yorkshire, Cumbria and the Borders.

Our Expertise

We offer a comprehensive range of wealth management services tailored to each client's unique circumstances. These include:

Wealth Management

• Comprehensive financial planning and goal setting
• Investment management and portfolio construction
• Tax planning and mitigation strategies
• Retirement planning and pension consultations

Retirement Planning & Pensions

• Self-Invested Personal Pension (SIPP) guidance
• Small Self-Administered Scheme (SSAS) management
• Pension consolidation and maximization strategies

Commercial Property

• Property acquisition and financing advice
• Valuation and market analysis
• Lease negotiation and risk mitigation

Investments

• Diversified portfolio management
• ESG and impact investing options
• Regular review and optimization

Our Approach

We believe in a collaborative and personalized approach to wealth management. We take the time to understand your unique goals, aspirations, and financial situation. Our team will work with you to:

• Identify your financial objectives and aspirations
• Develop a tailored financial plan
• Implement strategies and monitor progress
• Review and adjust your plan as your life and financial situation evolves

Meet the Team

Our team consists of highly experienced and qualified financial planners who are dedicated to providing exceptional client service. We are committed to building long-lasting relationships with our clients and empowering them to make informed financial decisions.

Why Work With Us?

• Independent and unbiased: We are not tied to any particular financial institutions, allowing us to put your interests first.
• Client-centric approach: We prioritize your needs and goals, working collaboratively with you to achieve success.
• Strong track record: Our team has a proven history of delivering exceptional results for our clients.
• Exceptional service: We are committed to providing personalized, responsive service and clear communication throughout the process.