Your adviser has made a great choice
Is your financial adviser using Novia Global? Find out why they’ve made a great choice for managing your investments.
Looking for something? Browse our Support Hub by popular topics, resources and insights
Looking for something? Browse our Support Hub by popular topics, resources and insights
Looking for something? Browse our Support Hub by popular topics, resources and insights
Welcome to Novia Global
You and your adviser have clear goals for your financial future. We are here to help bring them to life.
As an adviser-led platform, Novia Global do not offer advice. We provide the technology that empowers your adviser to find the right investments for your ambitions, monitor their performance and complete important administrative processes.
To open an account, you’ll need to work with a financial adviser who already holds Terms of Business with us. We’re not able to support clients who wish to manage their investments independently.
To ensure we remain impartial, we don’t recommend or provide a list of advisers. If you already have an adviser in mind, you’re welcome to share their details with us and we’ll confirm whether they hold Terms of Business with us.
Discover our Support Hub
An intelligent hub to find information on anything related to investment management, client relations and getting the best from our platform. Webinars. Video guides. Regulatory documentation. Start your search below. Because knowledge is for sharing.
Support Hub
Over 7,000 investment opportunities
By using Novia Global, your adviser puts over 7,000 investment opportunities at your fingertips – including ETFs, unitised solutions and ethical investments. And because we offer multi-currency support, you can buy in to promising opportunities in markets all over the globe.
Helping your adviser to help you
When it comes to your future wealth, we know it’s vital to get it right.
Our innovative, easy-to-use technology helps your adviser access and build different investment options for you, easily and efficiently.
Less time spent navigating different platforms and less time wasted on poor service means they have more time to focus on you and your financial goals.
Watch your wealth grow
When your adviser manages your investments through Novia Global, you get your own client area. Sign in and you can monitor your investment performance and delve into data on the composition of your portfolio.
Access key documentation on your investments and make light work of admin by adding digital signatures when needed.
You can sign in to your account on any device – all you need is an internet connection. Once your adviser has opened your account you will receive an invitation by email to create your password and sign in. Simple. (If you think you should already have an account, speak to your adviser. Or get in touch with us.)
Your money is in safe hands
All client monies are held in full accordance with FCA regulations in segregated accounts under separate nominee names, protected by Acknowledgement Letters signed by HSBC and Santander.
This means that if something unexpected happens to Novia Global, our creditors would not have any legal right to client monies. Nor could we use them to cover Novia Global’s obligations.
As for the security of the platform, resilience has been built into the design of our cloud infrastructure – with all backups immutable and encrypted. Firewalls, access control lists and antivirus measures further secure the network. And we maintain the integrity of our security measures with regular penetration testing. In short: you can feel complete confidence that the Novia Global platform is kept safely under lock and key.
Extra support whenever you need it
Life can be unpredictable – and sometimes health or other personal circumstances can make financial decisions more challenging. If you ever need additional support, you are welcome to contact us and we will make sure your adviser handles your wishes with care, clarity and respect.
An award-winning platform
When it comes to managing your money, you deserve to feel confident that your adviser is using a platform that can be trusted. That’s a privilege we take seriously, which is why we were delighted to be named ‘Platform of the Year 2025’ by International Adviser as well as scooping the Investment International award for ‘Best International Platform 2025’.
The Client Portal
Sign in and you can monitor your investment performance and delve into data on the composition of your portfolio.
Access key documentation on your investments and make light work of admin by adding digital signatures when needed.
Click here to download more information
We have put together a collection of documents that may interest you
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Download
Platform brochure
Further information on the Novia Global platform.
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Download
UK SIPP Brochure
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Download
How to login to the Client Portal
This guides explains the login process for the secure Client Portal, and how to keep your account safe.
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Download
The Client Portal
The Novia Global client portal allows clients to track all of the investments they hold on the Novia Global Platform. The guide provides an overview of the functionality available.
Any questions?
Below you can look through our most commonly asked questions, but if you have any queries about Novia Global or the activation of your client account, it’s best to reach out to your adviser in the first instance. Otherwise get in touch with our team and we will do what we can to help.
Frequently Asked Questions
Do I need a financial adviser to become a Novia Global client?
Yes. We’re an adviser led investment platform, which means we work in partnership with professional financial advisers to manage clients’ portfolios.
To open an account, you’ll need to work with a financial adviser who already holds Terms of Business with us. We’re not able to support clients who wish to manage their investments independently.
Can you provide a list of advisers you work with?
To ensure we remain impartial, we don’t recommend or provide a list of advisers. If you already have advisers in mind, you’re welcome to share their details with us and we’ll confirm whether they hold Terms of Business with us.
Where can I find my login information?
Login details and instructions on how you access the portal are contained within the Welcome Pack that you receive via email once you have been registered by your adviser.
Forgotten password – how to reset
1. Go to the Novia Global login page.
2. Click Forgotten Password.
3. Enter your email address registered to your account.
4. We’ll send you an email with a password reset link (valid for 24 hours).
5. Open the email and click the reset link.
6. Enter your Date of Birth for identity verification.
7. Create a new password and set a new security question and answer.
8. Return to the login page and sign in with your updated credentials.
How do I change my email address?
Please speak with your adviser to complete a Change of Client Details form.
This will need to be wet signed or digitally signed and can be submitted via the Secure Mail tab on the platform.
How do I update my personal details?
Several forms are available on our platform to update your personal details (e.g. to update your address or bank details.
Your adviser can help you complete these, or you can email us at [email protected].
Can I view my documents?
Yes, you can access a library of important documents about their use of the Service alongside any adviser produced valuation reports. These are all available to view online or download as PDF’s within the portal.
How can I withdraw from my account?
Your adviser will be able to submit a withdrawal instruction by locating the correct form under the ‘Documents’ tab on the platform or downloading it from the support hub.
How do I change my adviser?
To appoint a new financial adviser, you are able to complete a Change of Servicing Adviser form. This form can be wet signed or digitally signed by the client. Please note that for Trust accounts, these instructions will need to be signed by the Trust, not the underlying member.
The new adviser is required to have terms of business with us in order to be appointed on our platform. If the adviser needs to set up terms of business, they can contact [email protected]. Once they have terms of business, and have an adviser account on the platform, they will be able to access the Change of Servicing Adviser form under the ‘Servicing Documents’ tab in ‘Documents.
If the adviser change is internal, for example, appointing a different adviser at the same firm, we are happy to accept notification of this via email at [email protected].
Please reach out to explain the change in adviser, and to let us know what the ongoing fee is to be.
What if I’ve lost contact with my adviser?
If you’re unable to reach your adviser or you’re no longer receiving advice, please contact us at [email protected] and we’ll support you with the next steps.
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