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.
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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