Our Values.

Finova Money Values

1/6

The Finova Money Team.

A financial journey lasts a lifetime. You deserve someone who’s going to be on that journey with you, not just for a moment in time.

Commitment to constant learning, whether it is about my clients or running our business
I love creating and building new relationships with our clients and wider network
I’m passionate about getting new entrants into the profession and providing them with the support and guidance they need to take on the world of finance

Founder & Chartered Financial Planner

Scott Millar

What's important to Scott:

Spending time with family and friends
Golf and football
Health and fitness
Good books and podcasts
Exploring new places to eat

What Scott enjoys most about his job:

I love helping people through similar life stages to me - marriage, house ownership, having kids
I get my kicks from bonding with clients on a deeper level than just someone who manages their money
I’m obsessive about building an unforgettable experience for our clients

Founder & Financial Planner

Rob Schwarz

What's important to Rob:

Family and friends
Dog walks
Pub lunches

What Rob enjoys most about his job:

Client Support Manager

Shani Lees

What's important to Shani:

Playing with the grandkids
Eating out at good pubs
Visiting other countries
Drinking wine with friends
Watching rugby

Shani helps clients with day to day queries, generating reports, setting up appointments with the Financial Advisers and supporting the team with general administration.

I love complicated projects, lots of moving parts, arms and legs everywhere. I find making sense of it all for my clients very rewarding
I really enjoy helping my colleagues and clients learn and build confidence so they feel like they have achieved something
Having open conversations and challenging ideas to make sure the decisions we make are for the right reason and a great fit

Founder & Chartered Financial Planner

Rob Bell

What's important to Rob:

Time with family and friends
Travelling to new places
Getting out into the countryside or my garden
Munro bagging
Scuba diving

What Rob enjoys most about his job:

Client Support Manager

Holly Quaradeghini

What's important to Holly:

Quality time with family and friends
Great food and a cold Rosé or Aperol Spritz.
Fashion and home interiors.
The little things; baking, coffee, fresh flowers, sunshine.
Holidays & travel.

Holly provides administrative support to the financial planners at Finova Money. She manages client correspondence, supports the client onboarding process, prepares and processes financial documents and reports, maintains and updates records, as well as liaising with third party providers and platforms. She also schedules client meetings.