Review Time
Been a customer of Nova with Lauren O'Loughlin for a few years now and very happy !
Personalised approach (and not one size fits all) allowing for proper long term planning by looking at a complete lifeline. Goals and multiple options to achieve them.
Equally important I like the transparency, all fees and conditions have been explicitly explained to me upfront without any ambiguity.
The company has significantly assisted us over the past year with our financial planning. They transformed our previously scattered and disorganized investment portfolio into a cohesive, customized investment strategy that aligns with our risk tolerance.
Additionally, they provided a thorough life plan that has empowered us to prepare for retirement while still pursuing all our initial goals. Perhaps most importantly, we now experience a genuine sense of security and peace of mind. We no longer fret about our portfolio, as we trust it is well-managed with sensible contingencies in place, and if unexpected issues arise, the company will be there to guide and adjust as necessary.
From the outset, our adviser has delivered clear, concise, and thoughtful guidance. She has been outstanding throughout - professional, knowledgeable, and approachable. Fees were transparently explained and compared with the current charges we were incurring in our various investments.
My partner and I are not newcomers to this; we are both accomplished professionals and, like many, had our own spreadsheets and plans. We initially questioned the need for advice. However, looking back over the past year, we are both amazed at how much we've actually learned.
All of this has been provided with genuine compassion and emotional intelligence, making a significant impact. I would highly recommend anyone contemplating financial planning, especially during major life events, to reach out to the company. We are certainly grateful that we did.
Nova Wealth have helped us enormously over the past year with our financial planning. They took what was a scattered and disjointed investment portfolio and consolidated it into a clear, tailored investment strategy that reflects our tolerance for risk.They also presented a comprehensive life plan that has given us the confidence to plan for retirement while still achieving all of the goals we originally set. Perhaps most importantly, we now feel a real sense of security and peace of mind. We no longer worry about our portfolio, we know it is in good hands, with sensible contingencies built in, and that if the unexpected happens Nova will be there to advise and adapt as needed.From the very beginning, our adviser Lauren O’Loughlin has provided clear, concise and thoughtful advice. She has been excellent throughout - professional, knowledgeable and approachable. Fees were explained clearly and compared transparently with the current fees were were paying in our various investments.My wife and I are not novices. We are both successful professionals and, like many people, had our own spreadsheets and plans. We questioned why we would need advice at all. When we reflect back over the last twelve months though, both of us have been surprised at how much we've actually learnt.All of this has been delivered with genuine compassion and emotional intelligence, which has made a huge difference. I would strongly recommend anyone considering financial planning, particularly around major life events, to book a call with Nova. We are certainly glad that we did.
Will and Zoe were so helpful throughout the process, even managing to secure a better deal right at the end of our term (and over the Christmas period!). They were always quick to respond to any queries and always accommodating of our changing schedule with a new family member on the way. We’ll definitely work with them again for future renewals, highly recommend.
My wife and I joined NOVA at the tail end of 2024, and the experience has been nothing short of exceptional. With our pensionable age creeping ever closer, we were increasingly concerned about how to best manage our various pension pots and ensure we were actually on the right track. After vetting a range of companies, and feeling somewhat jaded by their out-of-touch approach, we found NOVA. NOVA… were different.From the very beginning, Chris O’Connor has been fantastic. He took the time to truly understand our goals, providing a level of service and expertise that has far exceeded our expectations. Chris has a real knack for breaking down complex financial strategies into clear, actionable advice, which has given us immense confidence in our future plans. What began largely as a simple desire to feel comfortable that we were on track with regard to our pensions blossomed into an in-depth analysis of the life we would like to lead. The bigger picture.The depth of the planning process at NOVA is extremely impressive. They don’t just look at the numbers, they look at you; and where you would like your life to be. The professionalism of Chris and the wider team, combined with their proactive communication, has made the entire journey seamless.We cannot recommend Chris and the NOVA team highly enough!
My wife and I started our journey with Dan Burrows at NOVA 18 months ago after 5 years of frustration with our previous advisors. During this time our investments have grown, with the advice being clear and succinct and showing us the way forward. The guidance and advice received has given us the comfort to take the plunge into retirement. No-one knows what the future holds for us but we have a plan that will be reviewed regularly by Dan and his team and I'm more than happy to enter this journey with their recommendations. Thanks to Dan and everyone that has helped us at NOVA!
We've been working with NOVA the past few months to understand our retirement forecast whilst we're still in a position to change our strategy and outcome for the better. The advice that we have received from Ella Killen has been comprehensive and superb, and has been developed from a real deep dive into our wants & wishes for the future. The depth of questioning for profile building and planning has really opened our eyes to what we want to do and enjoy when we finish working. The interest, care and attention, and the professional approach that Ella has taken with us has been exemplary, as has been the follow up and engagement with the NOVA team.
Will helped us to get our first mortgage. As first time buyers we were pretty clueless and he was always patient and knowledgeable when answering our many questions. He got us a good deal (which improved when interest rates lowered during our buying process).
Ella and team have continued to deliver from initial enquiry to our latest call - from the off, Ella and Simon listened attentively and were empathetic to our initial thoughts. They have provided well informed and timely advice, including over a number of video calls. Their attention to detail is highly impressive and the service feels very personalised. Ella’s ability to make financial language / jargon simplistic has been re-assuring and a game changer. We feel well supported and in capable hands. We recommend Ella, and Nova, unconditionally, and look forward to developing the relationship over time.
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We’re a wealth management company that helps you ask more of life. We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.
Maybe you’ve started to think about your retirement. It could be you’re wondering how to juggle your family’s needs and your own. Or perhaps you just want the reassurance that your money’s working as hard as it can. Whatever the goal, we’ll build you an expert plan to get you there. Because some things are too important to DIY. Getting help shouldn’t be a hassle, so we’ll pair you with an adviser in minutes.
At NOVA (previously known as Octopus Wealth), you can chat to your adviser online, on the phone, or face-to-face. And we’ll do it all without an ounce of jargon. It’s smart, faff-free financial advice – on your terms.See more
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