Nouveau Financial is not just a business! Having only been trading for just over 1 year the growth has exceeded all our wildest expectations. Nouveau was initially set up by the formidable Joe Daniels, coming from small IFA to the role model and managing director he is today, he prides himself on being the first person in in the morning and the last to leave at night, providing the best service imaginable to his clients with daily updates and meetings 7 days a week, while also finding the time to tutor our young staff throughout their apprenticeships. He is the sun to the Nouveau galaxy!
Jessica Phillips was the fuel added to the fire just after Nouveau was set up creating the inferno that Nouveau Financial has become is today! Jessica was previously a mortgage broker within the estate agency world, working for Sequence Home, Preston Baker and Hunters. The vision Jessica has shown since she flew the nest of her employed roles has broadened the horizons of Nouveau Financial massively, from the small inspirational quotes on the walls of the office to the setting up of new branches in Nouveau Wills and Estate Planning. Jessica is the first person to pick up the phone and played a huge part in Nouveau Financial winning their first award, Best Mortgage Broker in Doncaster.
The Nouveau Team behind the scenes… Amy-Jo, a brilliant mortgage adviser looking to pave her way in the mortgage and protection game. Erin our case manager and Richard our ‘apprentice’ case manager, they work their proverbial socks off daily. Our estate planning executive Natalie has worked ever so hard in not only the setting up of Nouveau Wills and Estate Planning but also training and learning her role as this is her first venture into this line of work.
Our vision for now and for the future is to have our clients at the forefront of everything we do! Offering meetings 7 days a week at our client’s convenience, traveling the length and breadth of the UK. Using our own in house-built CRM system we can ensure clients are updated by text and email at all stages by their adviser as they work their cases from start to completion, also our team are ready to jump onto each other’s cases as we thrive on helping our fellow colleagues to provide great service. We have introduced a refer a friend scheme which has proved very popular offering our clients holiday vouchers for their loyalty. A combination of our hard work, fantastic growing team and unique style of operating has meant we have quickly become 5⭐ rated on Trustpilot.
We are on target now in our second year to double our turnover this year and are going to continue to grow. A new advisor and new apprentice case manager will be joining in the next few months and we can’t wait to see how our next employees’ grow and careers are fired into orbit by joining the Nouveau Family!
See what we have been up to on our social channels
Instagram – @nouveaufinancial
Twitter – @NouveauFin1
Facebook – @Nouveaufinancial
LinkedIn – company/nouveau-financial