Paul is one of the three founding directors of Novia Financial. In the 7 years since launch, the business has attracted in excess of £4.5 billion sales and hit profitability 3 years after launch. In this period Novia was also responsible for the development of the AEGON wrap. This experience has been extended to the recent launch of our new multi-currency, offshore platform, Novia Global. Novia Financial was created out of a genuine desire to put the client at the head of the food chain, and every Novia development starts with the question "how will this enable the client to achieve the best possible outcome from the investment decision they make"?
Prior to this Paul spent 7 years helping launch the Selestia platform which latterly became the Skandia platform. Whilst there, Paul helped project manage a large number of IFAs making the transition from traditional transactional selling to relationship based financial advice with the aim of increasing business values, reducing unit cost and mitigating business risk. Paul's spare time is spent skiing, sailing, cycling, dining and ferrying three children to various venues.
Keith began his career in Financial Services working in Sales for Equity and Law. Since then he has worked for a number of Financial Services businesses including Scottish Life and, prior to Novia, working as a Regional Sales Manager for AXA covering the London area. Keith has accumulated over 20 years’ experience and has also spent time working within a large regional IFA practice. Keith has recently been promoted to Head of Sales at Novia but will still remain the London Regional Sales Manager.
Keith says "There is no doubt that Novia's reputation as a rapidly expanding and fast moving business was a big pull for me, but I think the key attraction of Novia was its genuine desire to offer Advisers more than just the minimum required of a wrap platform."
Outside of work, Keith spends his time with his family, including two very active sons. He enjoys all sports, but in particular football, golf and skiing.
Tony has been working in the Financial Services Industry for 25 years including 16 years at Skandia where he became the Regional Sales Manager for the Midlands. He then spent a short time at Cofunds before moving to Novia to work in the East Midlands area.
Tony has tremendous experience of the Platform / Wrap market place and hugely values the importance of people in our Industry. He says "it's like a breath of fresh air and is excited & thrilled to be part of the Novia Sales Team". He believes the challenges for Advisers in light of the TCF initiative can be best served through teaming with the best wrap technology in the market today. He believes Novia are extremely well placed with an innovative and exciting proposition which gives the Adviser the winning tools and perfect wealth solution for their clients.
Tony is married with one daughter and lives in Leicester. His mantra has always been to "work hard play hard". Many will know him as a serious golfer who loves the ski slopes and misses the camaraderie of the hockey field.
Andrew has been in Financial Services since 1991. Andrew's early career was with AXA before moving to an Adviser sales role at National Mutual, progressing to become Key Accounts Manager. In 2001 Andrew was approached to lead the National Accounts function of Selestia and help launch the Platform in to the UK market, remaining there for nearly six years. Following this Andrew worked on UBS's UK platform for 18 months, gaining the IMC, before joining the Novia launch team in September 2008.
Andrew says. "Having worked with Adviser businesses in the platform arena for some time, that experience can be used and combined with Novia's complete wrap solution to focus on the needs of the Adviser's business and their clients. Our industry is changing and I believe Adviser firms want to be supported in gaining genuine control of client assets, and to optimise their client experience."
Most of Andrew's spare time is centered around his wife and two children. He also tries to find time for sport, as well as socialising and travel.
Scott has over 18 years' experience in Financial Services of which 16 of those years were spent working at Zurich as a executive consultant. Scott was part of the top performing branch for 3 years running and was a consistent high performer and top senior consultant for Zurich in 2003.
Scott says: "When I considered joining Novia I was very impressed with the professionalism and integrity of the people within the business. Novia has a fantastic reputation as a fast moving and forward thinking business within the Financial Services industry. I am pleased to have seen first hand how the business and staff within it are in a great place to really capitalise on the changes facing the market and I am looking forward to being part of that team."
Scott is an avid Squash player, playing in the west of Scotland leagues as well as an amateur football player. He lives in the West of Scotland with his wife and daughter.
Amelia joined Novia from within the Legal and General Group where she supported Financial Advisers across Cofunds and the Legal and General product range. Amelia specialises in Account Management, building successful business relationships and providing high level support.
Amelia says, "Novia has all the technological advancements an Adviser needs, and its commitment to continuous development is exhilarating." Having worked within the platform market, Amelia understands the importance of platform efficiency, tools and reporting to aid the everyday business of an Adviser.
In her spare time Amelia enjoys reading, cooking spicy food and walks along the Sussex seaside.
Tim has been gathering experience in Financial Services for over thirty years, from using very early platforms as an IFA through to joining Skandia at the same time as Selestia, taking the new and exciting supermarket to the IFA world.
“As an independent business created to provide the best client outcomes, Novia has led the way in demonstrating and delivering true tax saving initiatives,” Tim says. “Drawing from a tremendous wealth of experience, Novia represents the refreshing face of the new world open architecture technology, continually evolving and creating efficiencies for all IFA businesses.”
Tim is married with four boys, and much of his spare time is spent supporting their interests and activities. This is mainly through sport including Cricket, Rugby, Football and Athletics, and the two older ones in the world of music.
Neil has over 25 years' experience in financial services and has been an IFA, a Building Society Manager and had several roles as a Broker Consultant including 10 years at Skandia where he helped his advisers prepare their businesses for TCF and RDR. Following this, Neil worked as a Business Development Manager at MetLife but when the role at Novia came available he jumped at the opportunity.
Neil says: "I've continued to have a healthy interest in the Wrap Platform market and the name Novia came up frequently. I am thrilled to be joining Novia who have a reputation for excellent functionality and, by all accounts, have a tireless commitment to continuous development."
As a firm believer in professional development, Neil is an Associate of the Chartered Insurance Institute and a Chartered Financial Planner.
Neil lives in Coventry with his wife and two children and enjoys holidaying in North Wales and Portugal whenever possible. His other interests include music, gardening and reading and he is also a keen cyclist and Karate enthusiast.
I have worked in Financial Services for 28 years, taking in roles at Friends Provident, Royal & Sun Alliance, Scottish Life, and latterly I spent 15 years at Legal & General, covering the North of England, promoting the LGIM range of collective investments to Advisory and Discretionary firms.
I have built up very strong relationships in the North over that time, and I am looking forward to be able to build on those relationships as I move into the next phase of my career with Novia. Once I had visited the Novia offices in Bath, and met the management team, there was no doubt in my mind that this was the Company I wanted to join. Novia are a very forward thinking Company, and I am very excited to be a part of their continued growth and development in the Platform and DFM market.
Outside of work, my hands are kept full with a very active 6 year old daughter. I have recently joined a gym nearer to home so I don't have the excuse that it's too far away anymore, and ever the optimist, I am a season ticket holder at Everton FC.
Helen has over 30 years experience in the Financial Services sector, working primarily for Zurich in various roles. She worked her way through the ranks until she landed her dream job as a Broker Consultant for the Midlands, in 2008. Helping IFAs and building strong relationships through excellent customer support became a passion and a way of life, rather than just a job.
The chance to work with a smaller, more agile, innovative team at Novia was an opportunity too great to miss,
"I strongly believe that truly putting the customer at the heart of everything, is vital to the success of any organisation. As is the ability to act swiftly when necessary. This is especially true in today's marketplace, when finding a differential is so important. Successful advisers know this and I'm looking forward to working with a Provider organisation that embraces this too"
In her spare time, Helen enjoys messing about with boats, skiing (both on and off the water), walking her dog and gardening in South Devon, where she now lives.
Dan began his career on the dealing desk for Save & Prosper and has over 20 years’ experience within Financial Services. Prior to joining Novia he worked for Close Brothers Asset Management as a Business Development Director, Hawksmoor Investment Management as Head of Sales & Marketing and Franklin Templeton Investments.
Dan says “Novia is a company that has an exceptional reputation arising from the continued dedication to delivering an innovative platform and high quality service that benefits the advisers using it and their clients. I’m glad to be part of the team”.
Dan is married with two daughters and also has two dogs. Dan’s hobbies include playing football for a local side, running and boxing.
Craig has spent several years working in the financial services sector, working for companies such as Lloyds Bank, MetLife and Old Mutual Wealth.
When Craig accepted the role at Novia, he was immediately excited by the innovative can do attitude of the business. Craig believes, ‘Novia clearly put the customer at the heart of everything they do.’
Craig’s main interest outside of work is cycling. Craig races his road bike all over the UK from March to September every year.
Jenna has worked in the Financial Services industry since 2007, originally working in the Life & Health Insurance sector, and later bringing this experience with her to Novia.
Jenna started at Novia within the Operations team, which enabled her to gain a good knowledge and understanding of the business and how it functions. Over the years she has seen the Company develop, and has contributed to the excellent customer service experience that Novia clients have come to expect. Jenna really likes how fast paced and forward thinking Novia is. Having gained such an important and deep understanding in Operations, Jenna is now looking forward to her move into Sales.
Outside of work Jenna’s time is largely spent with her partner & young son . They enjoy fun day trips and weekends with the extended family.