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Clarifying complexity

We work with your Adviser - to make it clear how your money is working for you.

Simple and flexible

Your Adviser can maintain your investments securely online utilising a wide range of investment options whenever your needs change.

Efficient and secure

Your Adviser can manage your investments efficiently and securely online, using the wide range of investment tools available.

Model Portfolio Manager

Click here to access the Model Portfolio Manager

Report Zone

Click here to access the Report Zone

Novia - intelligent wealth management

Novia was created in 2008 to provide Advisers with the tools, service and investment range needed to achieve positive investment outcomes for their clients – at every stage of the investment lifecycle.  This is still at the heart of everything we do.  Our online technology and investment offering is continually evolving, with over 350 Fund Managers and more than 70 DFMs constantly adding to their ranges available through Novia.


Novia in the news

Novia appoints Dave Howard as CTO and Lee Badger as Head of Account Management | Read more  

Novia Financial sees profits rise by over 70% | Read more 

Novia Financial launches “Adviser Zone” | Read more

Novia Financial launches major innovation in post pension freedom retirement market | Read more 

The Investment Platforms Interim Report | Read more 

Novia Financial profits surge by 110% | Read more 

Copia, Novia’s DFM division, launches portfolios purpose-built for decumulation using iShares® | Read more 


Be part of our team

Based in the heart of Bath, Novia offers exciting career opportunities for individuals interested in working for an innovative, highly professional and vibrant financial services company.  These are just some of the roles available, please click on the button below to see more. 

If you wish to apply for any of these roles please email enclosing a CV. We do not accept CVs from third party agents, unless the agents are part of our preferred supplier list.