Planning for a lifetime of financial performance
In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations.
We will talk to you about your future. Where you are now, and where you want to be. Maybe stretch things, and encourage you to dream a little. We use our coaching skills to help you define and refine where you are headed, maybe even challenge you a little.Read more
At Ovation we like to take control of pension funds
There are a lot of myths around pensions, created by rules that can seem complicated and impenetrable. We are pension specialists, a specifically designated category of FCA authorisation.
We have huge experience on all aspects including the best way to take benefits.
When do you plan to sell your business? Is it in about 5 years’ time?
For most business owners there is a vague notion that they will sell up in 5 years. But very few of them actually start planning. Which is why, 5 years later, they are still thinking about selling in 5 years time.
Ovation has access to knowledge on succession planning, business coaching, leadership and management skills, and corporate finance.
“Great to meet you. You’re not like any financial adviser I’ve ever met before.”
We've always taken this as a compliment.
Ask yourself this question – do you think your adviser cares more about you, or about your money?
And if you haven’t heard from your adviser in more than a year, get in touch with us.
Times where you need someone you can trust on your side
The very way in which we provide financial advice – based around long term relationships, regular meetings, tracking progress to long term objectives – is well suited to helping someone going through a divorce. We can provide clarity over what the future may look like.
We work closely with other firms, in particular solicitors who specialise in a collaborative approach to achieving an amicable settlement.
At Ovation, we take customer service seriously
(but don’t just take our word for it…)
As a financial professional myself I am a hard task master when buying financial advice. I have been very comfortable with the work done for me by Chris and his team over the past ten years and I anticipate using them for the next ten!
A client-focused pro-active service. The fee-based approach provides an assurance of objectivity and means Ovation is ahead of the curve in what is increasingly the direction IFAs are being encouraged to go and often produces real savings.
Blog: Acceptance And Ambition
When it comes to financial planning we look at the purpose behind the plan. When clients get a clear understanding of what they want they often accept their current financial situation. However, acceptance is not resignation . . . Read more
Posted by: Chris Budd
Tuesday, December 12, 2017
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