Investigation

Once we have agreed what we are trying to achieve and the objective for us working together we need to investigate your existing position. This is a specific stage which will provide you with our opinion of your current position.

This information helps the Ovation team explore where you are in the context of where you would like to be, using our financial planning skills and knowledge we develop a plan that focuses on meeting your targets. During this stage of the process we:

• Review your Investment Strategy
• Review the existing investments
• Examine fund performance
• Review Risk Strategy
• Develop recommendations underpinned by the objectives we have agreed

Don't worry if you don't have an existing strategy for investment and risk, this will be covered in our assessment process.