Why I Recommend Novus Wealth to my Clients

Why accountants should work with Novus

The partner of a successful Durham-based accountancy practice business which has been open for 30 years has recommended his relationship with Novus Wealth Management and is urging more accountants across the region to work with the firm.


He said: “We’ve found that the guys at Novus have great experience in dealing with businesspeople.  

“This is extremely important to us. They know the importance of tax planning and how we can interlink an accountancy practice with an IFA in an effective manner. 

“We’ve been working with the directors Jon, Ben and Nick for over 16 years and they are excellent guys to deal with. 

“They are incredibly focused, and they know what they’re doing. They’re able to work within time constraints and we bounce off each other very well. 

“The benefits of the relationship are built on trust & the fact that because we’ve worked together for so long, we know each other extremely well. 

“I think the trust factor has a massive bearing on it all. In my line of work, we work with people who run the companies, not just the companies themselves. I have built a relationship with Novus & believe I can trust them with some of my most valuable clients. We have been doing that for several years now. Obviously when we refer a client into Novus, we must know that the referral is going to work and that they’re going to hit all the right buttons. Novus do that every time. 

“They know how businesses operate which is an invaluable skill. There’s a massive difference between dealing with personal clients and a business client. 

“Because we deal with a lot of owner-managed businesses Novus are ideally suited because they understand the concept and they know what people want to achieve from it. 

“I would recommend anybody in a similar position to myself to work with Novus to be quite honest. They’re a very professional company in how they deal with things and they do come with that all-important personal service.” 

If you’re an accountant from across the North East region and you’re interested in offering your clients a better level of advice and service, then go to www.novuswealth.co.uk or get in touch with the team at Novus Wealth Management on 01740 667099. 

Give us a call

Whatever your financial needs, to access our independent financial planning services, get in touch with our expert team today.

Contact us

Keep Me Updated

Here at Novus Wealth Management, we’re committed to manging and safeguarding the information you give us.

We will only use your personal information to provide services you have told us you’re interested in.

With your agreement, we’d like to continue to stay in touch and email you information that we think might be of interest to you. If you are happy for us to do so, please let us know by ticking the box below.

We value your privacy as much as you do, so you can be sure we won’t share your data with anyone else. If you would like to know more then our Privacy Policy and Terms & Conditions provide further information.

  • Wynyard Park House,
  • Wynyard Avenue,
  • Wynyard,
  • Stockton on Tees,
  • TS22 5TB

Novus Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA Number is 681730.

Novus Wealth Management Limited Registered Office: Wynyard Park House, Wynyard Avenue, Wynyard, Stockton on Tees, TS22 5TB. Registered in England Number: 09460330.

Copyright © 2017

Design & Build by r//evolution