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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

The Novia platform offers real benefits to Advisers and their Clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service.

Efficiently manage your Clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.

Referendum update

The exceptional circumstances surrounding the outcome of the EU Referendum and decision to exit the EU is likely to cause an uplift in investment activity for the next few days. Consequently, fund management companies may slow the speed in accepting sale requests if volumes are excessive. Fund managers may not take this action and this would only affect customers who wish to sell any investments of the affected funds. We want to assure you that we will endeavour to make sure that our services to you continue to operate as smoothly as possible during this time.

Novia in the news

Novia Financial named Best UK Adviser Platform - at Europe awards ceremony  | Read more

Morningstar managed portfolios now available on the Novia platform  | Read more

Novia teams up with Winterflood Business Services to provide new market leading trading capability | Read more

Novia sponsored head shave raises over £5000 for Worldwide Cancer Research |   Read more

Novia's newly launched Implementation Team generates productivity surge |   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, operating at the forefront of exciting developments in the retail investment marketplace.

If you wish to apply for the below roles please email enclosing a CV.