How we've helped
The resources listed here illustrate our clients' needs and solutions we've found.
Case studies are not intended to provide advice but give a flavour of things we do for our clients. The list is not exhaustive but one or two of these case studies may strike a chord with you. If not, there are other solutions, topics we understand and expertise you can call on.
Although we hope you find these resources helpful, our best client relationships always start with a conversation.
Call us and we’ll find a way to help.
“I have known the team at Ovation for quite a number of years and have always been impressed with their clear, professional and human approach. They get it just right – they can be innovative with planning when the situation needs it – but they get the basics right too. And all in a language that I can understand. But above all I enjoy our meetings – and in a busy world when time is precious that it so important.”
Ian Rummels - Premier Employer Services
If you would like a free consultation to discuss your financial goals and how we can help you achieve them, please contact us:
| t | 0117 942 4333 |
- > Sale of business with consultancy
- > Retirement Options
- > SIPP or SSAS as alternative to insurance company
- > Property purchase by a pension fund
- > Protecting key employees
- > Fees versus commission
- > Savings of fee-based advice
- > Stakeholder/employee benefits
- > Effect of poor investment performance
- > Purchase of a business aided by pensions