Business Details
12 Years
experience
Trusted Financial Advisers in Nottingham
Established in 2014, we are a team of experienced financial advisers with over 75 years of combined expertise in practical financial planning. Our client-centric approach focuses on understanding individual needs to develop tailored financial strategies for individuals, families, and businesses across Nottinghamshire and surrounding areas. We specialise in investments, savings, mortgages, protection, and comprehensive pension and retirement planning. Our commitment to transparency and clarity ensures clients receive jargon-free advice, supported by our FCA authorisation and regulation. We prioritise long-term relationships, demonstrated through our community involvement and client testimonials highlighting our empathetic, professional service.Our team includes specialists with advanced qualifications in pensions, taxation, and financial planning, alongside dedicated client liaison and paraplanning professionals. We maintain rigorous compliance standards through our Financial Services Register entry (reference 605986) and participate in external dispute resolution via the Financial Ombudsman Service. Our operational history combines academic excellence, industry certifications, and practical experience to deliver reliable financial guidance.
Services
Auto Enrolment
Savings and Investments
Pensions
Protection
Wills
Mortgages
Details
- Year established: 2014
Highlights and features
- We offer 75+ years combined experience in financial planning
- Our tailored strategies address individual client circumstances
- FCA-authorised with advanced pension and taxation qualifications
- Proven track record with client testimonials highlighting life-changing outcomes
- Community-focused approach with local knowledge of Nottinghamshire
Associations and certifications
- Financial Conduct Authority
What people say
Holistic view of ones situation
Changed my life
Friendly and approachable
No pressure decisions
Sensitive, life relevant service
Services
Pensions Advice
We provide comprehensive pensions guidance including final salary schemes, auto-enrolment, and self-invested personal pensions. Our FCA-regulated advisers help clients optimise retirement income through tailored strategies. With advanced qualifications in pension taxation and trust management, we ensure compliant, future-focused solutions.
Investment Planning
Our investment specialists create diversified portfolios aligned with risk profiles and financial goals. We offer ongoing portfolio reviews and market analysis to maximise returns while maintaining appropriate risk levels for individual circumstances.
Mortgage Advice
We provide impartial mortgage guidance covering residential, buy-to-let, and specialist property financing options. Our advisers help clients navigate lending criteria to secure competitive rates suited to their financial situation.
Protection Planning
We assess clients' protection needs to recommend appropriate life insurance, critical illness cover, and income protection policies. Our approach ensures financial security for dependents while considering tax efficiency and affordability.
Wills & Estate Planning
We help clients create legally sound wills and implement inheritance tax mitigation strategies. Our holistic approach considers family circumstances, charitable intentions, and long-term asset distribution preferences.
People
Mark A. Truman
Managing Director
With over 20 years in financial services, Mark holds advanced pensions qualifications and specialist exams in taxation and retirement planning. He previously worked with Royal London and Aegon, bringing extensive industry expertise to Novitas.
Michelle Cowlard
Client Liaison Manager
Michelle has over 25 years' experience in financial services, specialising in client reviews and relationship management. Her banking background and community involvement enhance Novitas' client-focused approach.
Michael Ginever
Paraplanner
A recent A-level graduate in mathematics and accounting, Michael is progressing through Novitas' Adviser Academy. His technical skills and interest in financial systems support our advisory team.
Tyler Kirkbride
Paraplanner
With a mathematics degree and teaching experience, Tyler brings analytical expertise to financial planning. His tax background and community work with homeless support initiatives enrich our service approach.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, retirement planning, mortgages, protection, wills, and auto-enrolment schemes.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference 605986.
How do you tailor financial plans?
We conduct detailed consultations to understand your circumstances, objectives, and risk tolerance before creating customised strategies.
What areas do you serve?
We primarily serve Nottingham, Nottinghamshire, and surrounding areas including Leicester.
