NOVA Reviews 196

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.

Great introductory session with Simon Cahill today, feel very confident that my financial planning will be in safe hands with Simon at Nova.

Working with Nova has been absolutely fantastic. Ben has been instrumental in ensuring that I have access to all of the necessary information that have enabled me to make effective decisions. I have felt supported and would recommend Nova to everyone.

Chris spent time reviewing our financial plans, investments and liabilities. Explained in a logical way forward for us to pursue our goals. Honest and courteous as always.

Chris has been really communicative and helpful in helping my husband and I plan our financial future. Our regular online meetings are full of informative facts and advice, we have regular email communication and most of all, he is a good person that we feel we can trust and feel very comfortable working with. I highly recommend NOVA Wealth!

I originally approached Nova Wealth as I worked in an environment where redundancies were a high possibility and I wanted to know if I could survive, if I were to drop out of employment completely, with my portfolio as is. I also wanted to look to see if there was more, I needed to do for the future looking to ensure a comfortable retirement in my old age.

James talked me through the options, providing clear direction where I was carrying too much risk and how to address this. James also described a view of a potential future that I hoped I could achieve, but did not in reality think I could attain. The entire process was clear and easy to follow. The team supporting James were brilliant too, providing swift response and ongoing progress updates.

The outcome from the review has given me confidence that if made redundant, I would be fine and could stop working completely. However, the rest of the advice has potentially changed the trajectory of the rest of my life. I could, if I so desire, wind down and stop working, taking early retirement, in my early 50s. In fact, James recommended that I could draw down more than I initially thought, enabling me to live a more comfortable life in my old age. Knowing this is a huge relief for me. More importantly, it has given me the option where I can live a life doing the things I would like to do, that I currently cannot do due to work commitments. Engaging in this process genuinely has had a positive impact on the rest of my life. I cannot thank James and the team enough.

Brilliant advice. Always on the ball. Amazing, efficient and wonderful service. Simon Cahill and all the team at Nova always go above and beyond

Great communication with friendly and efficient service. I would definitely recommend.

Great service. Highly recommended. Ben helped a lot throughout the process and was very professional.

I recently had the pleasure of consulting with Joe, a wealth manager at Nova, regarding my financial portfolio and numerous pensions. From our very first interaction, Joe distinguished himself with his patience and clarity, thoroughly explaining every aspect of the process and approach. He conducted a diligent and comprehensive review of my pensions, demonstrating not only his expertise but also a genuine concern for my financial well-being.

Most impressively, Joe’s integrity shone through when he advised me against transferring my pensions, highlighting that I would lose significant benefits due to their age. His honesty in recommending that I stay with my current plan, despite this meaning no business for him, was both refreshing and reassuring. He also provided valuable pointers to help me manage my finances better.

What I’ll miss most are our regular chats, where Joe’s insights and friendly demeanor made discussing finance both informative and enjoyable. His professional advice, underpinned by a strong ethical compass, has earned my deepest respect and gratitude. Thank you, Joe, for your exceptional service and integrity.

Super team, super advice.
I hope that my kids will be able to benefit from the same management, too.

Nova has enabled me to fully understand my overall position, pull together disparate investments, and be able to more effectively plan whilst laying it all out clearly in models, and taking time to explain everything in detail.
Simon Cahill, Amy and their team have been exemplary in their work providing detail and overall clarity.
Would highly recommend.

We engaged with Ben about purchasing our rented property. We didn't think thanks to our situation we would get a mortgage but from minute one Ben made us feel at ease. His personable nature and simple way of covering everything off was fantastic. I would recommend Ben all day every day !

This was an exceptional experience from tip-to-tail with Ben going above and beyond to help guide us throughout the process of obtaining a mortgage. It was highly personalised, which is a great contrast to the rest of the home-purchasing process. I couldn't recommend more.

Simon at Nova/Octopus has been very good at helping me think about planning for the future. I appreciate that everything is explained clearly and feel that the quality of service from the company as a whole is excellent.

Having had multiple pension pots setup over the years we wanted to consolidate into one actively managed fund, focused around our retirement ambitions. After much research we opted for Octopus Wealth (Now Nova Wealth Management). From day one Joe and the team have been great in helping us understand the options and solutions as well helping us to as steer the minefield of pension transfers. They are very responsive to queries and have created a trusting relationship. I hope we have many successful years with Nova.

I have been working with James for a couple of years now, and I have to say he has been excellent in the way he has worked with me to help me build my bridge to retirement. He has opened my eyes and educated me on what one should consider when building a strong financial and retirement plan. I appreciate his perspectives and this has helped clarify my thinking as well as fill in the gaps in my knowledge. He has opened my eyes to different ways of approaching flexible retirement. I also have to mention a big thank you to Amy who assisted in the background with transfers of certain assets to my portfolio under Nova's management.

Other aspects

Timeliness - both face to face and remote.

Good understanding of my requirements

Good recommendations - even though at the time I thought I knew best!!

Literally the best service and experience we (my wife and I) have ever received when remortgaging. Ben Kehoe and his colleague Kerri Gibbons were incredible from start to finish. They explained everything in simple enough terms, shared their screens to show us the mortgages on offer and were transparent throughout. Nothing was too much for them, and we had bi-weekly calls with Ben to check how the application was progressing and crucially keeping an eye out for lower mortgage rates. Thanks to this strategy, Ben and Kerri locked us in at the cheapest possible rate just before the mortgage prices increased again! Couldn't recommend highly enough and will use again! Thanks team.

Jush had a fab call with Ben at Nova.

Need to review a smaller part of my mortgage and got some amazing advice from Ben to ensure I stay with my current provider so that I don't have to pay a 2nd mortgage charge which would have been far higher.

Also found out that I can save 3% if I wait until the end of my current deal.

Ben was wonderfully clear in informing me about this complicated and confusing financial system with ever evoloving charters and T&Cs.

It was also free as I am a member of Octopus Money, so even more money saved!

I have been through various remortgages and mortgage applications over the years and without a doubt Ben and Kerri have made this recent one the most seamless and helpful. They are always so friendly and it never feels like anything is too much to ask. When I read all the reviews here and lots mentioned Ben I assumed he must ask for people to review him. But neither of them have. I just have found them to be so friendly and helpful, so many times, that I couldn't not leave a review. They are simply the Best!