NOVA Avis 195

TrustScore 5 sur 5

4,9

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Will and the team were approachable and helpful making the process of remortgaging simple and stress free thank you. We would definitely recommend and will reuse.

Noté 5 sur 5 étoiles

My wife & I have been working with Valentina (and Amy) for the past few years (and watched the youtube content). Unlike with other financial advisors the advice I'm getting here is personal and more t... Voir plus

Noté 5 sur 5 étoiles

Great experience with NOVA! They made what could have been a stressful process feel smooth and straightforward, always taking the time to explain everything clearly and keep me updated. I felt support... Voir plus

Noté 5 sur 5 étoiles

Ben Kehoe, absolute hero. Really thankful that we was paired with such an experienced mortgage advisor in our first house purchase! Ben made himself available whenever he could, answered all of o... Voir plus

À propos de l'entreprise

  1. Planificateur financier
  2. Conseiller financier
  3. Conseil en investissement
  4. Courtier en prêts hypothécaires

Écrit par l'entreprise

We’re a wealth management company that helps you ask more of life. We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money. Maybe you’ve started to think about your retirement. It could be you’re wondering how to juggle your family’s needs and your own. Or perhaps you just want the reassurance that your money’s working as hard as it can. Whatever the goal, we’ll build you an expert plan to get you there. Because some things are too important to DIY. Getting help shouldn’t be a hassle, so we’ll pair you with an adviser in minutes. At NOVA (previously known as Octopus Wealth), you can chat to your adviser online, on the phone, or face-to-face. And we’ll do it all without an ounce of jargon. It’s smart, faff-free financial advice – on your terms.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

195 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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Noté 5 sur 5 étoiles

Honest Advice

I had a meeting with Chris a few weeks ago. Chris spent time understanding my situation and needs. It would have been easy of Chris to have sold me a service but, instead, he recommended another course of action (using other financial advice sources) that better suited my current situation. He also followed up with references to those organisations diverting potential (but unnecessary) business away from Nova.

Thanks for your honesty and integrity.

29 juillet 2024
Avis spontané
Noté 5 sur 5 étoiles

Very helpful and honest

The chat I had with Meg was very informative and helpful. Although we agreed that the Nova services didn't suit my needs, there was no hard sell at all, just honest advice. Highly recommended.

9 juillet 2024
Avis spontané
Noté 5 sur 5 étoiles

William & Ben were both fantastic…

William & Ben were both fantastic throughout the process (as 1st time buyers), they both came across as very knowledgeable, very easy to work with and made us feel well looked after. We will be recommending Nova to others purely because of the level of customer service we received from them.

20 juin 2024
Avis spontané
Noté 5 sur 5 étoiles

Excellent Personalised Service

I have been a client of Nova Wealth for close to two years. During this time, I have received excellent, personalised service from Dan Burrows. An example of this was my most recent meeting which Dan set up to check in on me following a change in my circumstances.

Dan explains financial planning strategies in a clear and easy-to-understand manner. This has enabled me to make more informed decisions concerning my personal finances, in particular, my pension.

4 juin 2024
Avis spontané
Noté 5 sur 5 étoiles

Mortgage Renewal with Will

Will helped us with our mortgage renewal, Will gave us all the information we needed at the right level and listened to us. Will and the team were efficient and communicated well with us. Thank you very much.

1 mai 2024
Avis spontané
Noté 5 sur 5 étoiles

Experts in their field

I re-mortgaged using Nova. William who I dealt with was brilliant. He offered great insights, Will and the team were supportive the whole way through.

Without doubt next time I'm in the market I'll be using these.

22 avril 2024
Avis spontané
Noté 5 sur 5 étoiles

Mortgage as FTB

I utilized Nova to secure a mortgage as a first-time buyer. While the process was lengthy, Ben provided consistent assistance and demonstrated exceptional care. I would wholeheartedly recommend their services!

8 avril 2024
Avis spontané
Noté 5 sur 5 étoiles

Great and bespoke service

Will at Nova was brilliant during our recent mortgage application. My husband is a business owner with multiple companies, so his earnings are very variable and taken across PAYE and dividends. Will helped us to navigate representing these finances in the best way and looking into all the different mortgage options with us, and managed to get a quick application in before rates increased. Highly recommend Nova.

25 avril 2024
Avis spontané
Noté 5 sur 5 étoiles

Thanks to Joe Checkley and the Farringdon team!

As a recent partial retiree with no experience of financial planning and a historic risk averse investment appetite (and scepticism of the financial sector), my wife and I are new customers of Nova Wealth. Joe Checkley, our Chartered Financial Planner, has been excellent to deal with since we began our journey 5 months ago, has been accessible, responsive to our many questions/ concerns, patient and laser focused on our needs. He and the Farringdon team (called 'Amy') have put together a financial plan that we are really delighted with and confident in. As a scientist, the 'evidence based' approach to advice that Nova have adopted works really well for me, and everything is explained in precise but simple and accessible language. I wish we had had the foresight and confidence to take professional financial planning advice years ago. We can't turn back the clock for sure, but we can look forwards to an ongoing and positive relationship with him and his excellent team. Well done!

12 avril 2024
Avis spontané
Noté 5 sur 5 étoiles

Really great experience

Really great experience with Nova helping us with buying our first house. We had Ben, Will and Kerri and they were really friendly and helpful, answering all our questions quickly and thoroughly. Would definitely recommend!

22 décembre 2023
Avis spontané
Noté 1 sur 5 étoiles

Not very insightful - follow-up really poor

Not a great experience all in all. We spoke to Dan and he was pleasant enough. However the level of analysis they can do before you have to pay large sums is very superficial. Essentially they want you to put money into their investment vehicle. This all makes sense but doesn't really fit with the narrative on their site.

Edited and downgraded to 1-star. Follow-up comments not representative of interaction.
- I gave them loads of my own personal information and received zero analysis (let alone deep analysis)
- They did want me to invest with them - so not sure what he means by his comments
- Not true that they make everything clear in first session at least for me
- They did offer me a follow-on but after months and by then it felt pretty pointless

22 mars 2024
Avis spontané
Logo de NOVA

Réponse de NOVA

Thank you for your feedback.

We aim to provide a five star experience to all our customers and prospective customers, and we are sorry if we fell short on this occasion. We have contacted you to offer a second session, which would also be free of charge, but you have declined this.

As you are not a client of ours, we unfortunately can't provide you with the detailed analysis or regulated financial advice you were hoping for. If you were to become a client of ours, we'd clearly be able to provide that advice and service. We are very transparent on fees and competitively priced for the work that we do, and we make all of this clear in the initial session.

Our initial, free of charge, "discovery" sessions are an opportunity to learn more about you and give you an idea of how we could help and an indication of how much it would cost to work with us. This is the session you took part in, and is prior to engaging us for financial advice - so you haven't experienced our full service. We aim to deliver a lot more value in these sessions than you would typically experience in the wider market, but, as an FCA regulated firm, there is a limit to the amount of work we can do before we need to charge for our services, which we hope you appreciate.

On the point of investments, your comment is not accurate. To clarify, we invest across the market using global portfolios tailored to our clients' needs. By design, we have no bias in our investment process and this is a point of significant distinction between us and other competitor firms in the market.

We would be happy to arrange a further consultation for you with our team should the need ever arise, as we feel we could add value to your position and would be happy to show you this again in the future.

Nova

Noté 5 sur 5 étoiles

Ben was fantastic

Ben was fantastic, lovely man & made the process so easy for us! Responded efficiently and made the journey so smooth. Would highly recommend!! P.s shout out to Simon X

21 mars 2024
Avis spontané
Noté 5 sur 5 étoiles

Really impressed by the high level of support

Really impressed by the high level of support provided by the Nova Team, including James Butler, Ben Kehoe and the many others working behind the scenes to bring a detailed understanding of my financial provisions and investment strategies. They are always willing to help and do their upmost to deliver. Really looking forward to many more years working together.

11 mars 2024
Avis spontané
Noté 5 sur 5 étoiles

Ben Kehoe - best choice ever

Ben Kehoe was my husband and I’s hero when it came to buying our first home. We had no clue what we were doing, but Ben helped us and held out hand throughout the entire experience. He made himself available at a moment’s notice. Both Ben and his colleague Kerri Gibbons were amazing. 10/10 would recommend and go to him again.

27 février 2024
Avis spontané
Noté 5 sur 5 étoiles

5 stars throughout! Thank you Ben!

Ben Kehoe, absolute hero.

Really thankful that we was paired with such an experienced mortgage advisor in our first house purchase! Ben made himself available whenever he could, answered all of our (what might seem) menial questions.

Would 100% recommend these services.

19 avril 2023
Avis spontané
Noté 5 sur 5 étoiles

So glad we went with Nova!

We’ve been working with Dan Burrows at Nova Wealth Management for just over a year now. Dan’s knowledge, patience and understanding is a credit to him and to Nova. When we started working with Dan, we were really out of touch with what it takes to plan financially for the future. That’s all changed, we feel much more confident thinking about future plans and later retirement. This is the kind of peace of mind many should invest the time in realising.

15 février 2024
Avis spontané
Noté 5 sur 5 étoiles

Retirement Planning

I've been with NOVA Wealth (Octupus prior) for nearly two years and its refreshing to have a Financial Planner, Joe Checkley who understands you and your goals.
The Projections he provides for our retirement are an eye opener. You'd be suprise how much sooner you could retire.
For me, its having that personal touch with Joe that sets NOVA apart from the competition.
When NOVA are managing a large chunk of your wealth you want reassurance and guidance, I get this with Joe.

24 juin 2023
Avis spontané

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