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If you decide you don’t want to represent a client anymore, please send us a secure message instructing us to stop the relationship.
We’ll then write to the client to confirm that they no longer have an adviser. We’ll let them know that because we’re an adviser-led platform they’ll need to find a new adviser or to transfer away. We will also tell them that because we don’t support Investment Pathways, they won’t be able to start taking pension benefits or, if they’re already taking benefits then they won’t be able to change the level of benefits.
Drop the Marketing team an email – firstname.lastname@example.org – and they’ll get back to you as soon as they can.
If you have the URL for the platform bookmarked, it will still work. We have set up a redirect that will take you to the right place.
We’re changing domains from @novia-financial.co.uk to @wealthtime.com. This is happening for all our email addresses – for individuals or for team mailboxes.
But don’t worry – our Novia email addresses will continue to work for the time being.
The old Novia website is being replaced by www.wealthtime.com. There will be redirects set up on the old Novia website URLs, to take you to the new site. This means that if you have URLs bookmarked you should still get to where you are trying to go.
No. Our regulatory status remains the same; however, we now operate under Wealthtime. The Regulated entity remains Novia Financial plc (FRN 481600) until we change the Legal entity.
We have updated our trading name, but for now we have not updated our legal name. It remains as Novia Financial plc. This means that you and your clients will still see some references to Novia in various places such as legal footers, product names, and on our bank details.
So that everyone is aware that this is the case, we’ve temporarily added a message about it to the tops of forms and documents, and onto the platform (Investor Zone and Adviser Zone).
In time, we plan to change our legal name and we will remove references to Novia. We’ll keep you well informed of any changes.
If you get to the platform from the login button in the top right corner of our website, you will notice that there is a new step in the journey. You’ll now need to select whether you’re a Wealthtime (ex-Novia) user or a Wealthtime Select (ex-Wealthtime) user. This is sign-posted on the page.
No – we are one group, operating two distinct platforms. As they do today, the platforms will co-exist together, and offer different propositions and service to satisfy different customer needs.