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FORGET WHAT YOU KNOW ABOUT DISCRETIONARY MANAGERS. ASK YOURSELF...
  • HOW CAN I MAKE SURE THAT I GET PROFESSIONAL INVESTMENT MANAGEMENT THAT'S TRULY INTEGRATED WITH MY FINANCIAL PLANNING PROCESS?
  • HOW CAN I MAKE SURE THAT THE INVESTMENT PROCESS IS ALWAYS AIMED AT ACHIEVING MY CLIENTS' GOALS?
  • HOW CAN I MAKE SURE THAT MY IDEAS AND OPINIONS COUNT AND WILL BE REFLECTED IN MY CLIENTS' PORTFOLIOS?
  • HOW CAN I MAKE SURE THAT I KEEP FULL CONTROL OF MY CLIENT RELATIONSHIPS?
...then, read more about us and what we do.

YOU CAN DOWNLOAD A PDF COPY OF OUR BROCHURE HERE.

You can also read the Novatis Blog.

If you prefer, you can simply get in touch and we'll be happy to have an informal chat about how we work and how we can help you give your clients a better investment experience.

We think you'll agree - we're about as far from being 'just another discretionary manager' as it's possible to be.

IMPORTANT INFORMATION...
This website is for use by authorised financial and other professional advisers in the United Kingdom only and has not been approved for use by retail clients. It is for information purposes only and does not, and is not intended to, constitute professional advice or a personal recommendation. This is not a financial promotion and none of the information on this website is intended as an offer or solicitation to buy or sell securities or any other investment or banking product. Before contemplating any transaction, investors should seek appropriate financial advice from a qualified professional. This is not a financial promotion.

Novatis Asset Management is a trading style of Brilliance Financial Planning Ltd utilised under exclusive licence. Brilliance Financial Planning Ltd is authorised and regulated by the Financial Services Authority, No. 489357. You can check our details online by clicking here to go straight to the FSA Register.


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