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Fund Management Companies

Novia Financial Plc

Novia Financial Plc is a leading fund management company based in the United Kingdom. They offer a wide range of financial services to their clients, including investment management, financial planning, and wealth management. With a commitment to providing exceptional customer service and innovative solutions, Novia Financial Plc is dedicated to helping their clients achieve their financial goals.

Introduction to Novia Financial Plc

Novia Financial Plc is a financial services company that was established in 2008 in Bathgate, Scotland. The company's mission is to provide innovative and efficient solutions to clients' investment needs. Novia Financial Plc is unique because it is a platform-based company that provides a range of investment management services to financial advisers, private clients, and institutional clients.

Services & Products

Novia Financial Plc offers a range of services and products that include investment management, portfolio management, and custody services. The company's platform allows clients to invest in various assets, including equities, bonds, and funds. Novia Financial Plc also offers a range of tax-efficient investment options, including ISAs and SIPPs.

Location

Novia Financial Plc is located in Cambridge House on Henry Street in Bath, United Kingdom. Bath is a historic city known for its Roman baths, Georgian architecture, and picturesque countryside. The area surrounding Novia Financial Plc's office is home to a range of businesses, including restaurants, cafes, and shops. The closest public transportation options are Bath Spa train station (0.6 miles), Bath bus station (0.4 miles), and Oldfield Park train station (1.3 miles).

Benefits

Clients should choose Novia Financial Plc because of its innovative platform, which allows for efficient investment management. The company's platform offers a range of investment options, including tax-efficient options, and provides clients with access to a team of experienced investment professionals.

Good to Know

Clients should be aware that Novia Financial Plc is a platform-based company that provides investment management services to financial advisers, private clients, and institutional clients. The company is regulated by the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA).

Reviews

Customers have praised Novia Financial Plc for its innovative platform, range of investment options, and experienced investment professionals. Clients have also appreciated the company's efficient and responsive customer service.

Amenities

  • amenity
    financial advisor
  • amenity
    investment management
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    asset management
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    retirement planning
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    tax planning
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    risk management
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    estate planning
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    trust services
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    portfolio management
  • amenity
    custody services

FAQ

How long has your company been in the fund management industry?

We have been in the fund management industry for several years and have established a strong reputation in the market.

What types of funds do you specialize in managing?

We specialize in managing a wide range of funds, including equity funds, fixed income funds, and alternative investment funds.

What is your track record of delivering returns to investors?

Our track record of delivering returns to investors has been consistently strong. We employ a disciplined investment process and strive to generate attractive returns for our clients.

How do you ensure the security and confidentiality of my investments?

We take the security and confidentiality of our clients' investments very seriously. We have robust systems and processes in place to ensure that all client data is protected and kept confidential at all times.

Can you provide references from current or past clients who have used your fund management services?

We are happy to provide references from current or past clients who have used our fund management services. Please contact us directly for more information.