After careful consideration of all the options available to professional Financial Planners, Jane Smith Financial Planning has chosen the Novia Financial investment platform to help us offer our clients a consistent investment approach – whether for pensions, bonds, ISA’s or direct investments.
The benefits to our clients include:
- Clarity – you’ll be able to see all your investments in one place, on one screen, no matter how broadly you have invested; when you receive statements, all your investments will be shown on one document.
- Versatility – if you want to keep in touch with how your investments are performing at any time, online valuations will be available through secure web access.
- Tailoring – with access to a range of investment assets and planning tools, your adviser will be able to tailor your investments to your needs. And as your needs, market conditions or investments change, it is easy to adjust your investment portfolio too.
- Tax efficiency – with a range of investment ‘wrappers’ available, such as an Individual Savings Account (ISA), you can access a broad range of investments with the tax advantages of an ISA.
- Performance – online access to a range of different investment assets including managed funds, direct access to stocks and shares, and other non-traditional assets, helps us advise you on how to get more from your portfolio.
- Transparency – all the charges involved are clear to see, so you know exactly what you’re paying and who you are paying it to.
- Value – discounts and rebates negotiated with many of the fund and asset providers are passed on in full to our clients.
- Service – you expect the highest levels of service – not only when you first invest, but over time as you work to build and subsequently enjoy the benefits of your investments. This platform provides the very best in people and technology to make sure you receive the service you deserve.
Novia Financial plc is authorised and regulated by the Financial Services Authority. It is independent of any investment provider, bank or major life assurance company, and is backed by a combination of private individuals and corporate organisations, and its sole purpose to is deliver the best wealth management service for its clients and advisers like Jane Smith Financial Planning.
If you have any questions about how this process works, Jane Smith Financial Planning will be pleased to explain the process in more detail.
