Genuinely independent
As Independent Financial Advisers, we naturally recommend investments based on the entire marketplace. But we go further than that. In our opinion, the best way to guarantee truly independent advice is to operate as a fee-based practice. This allows us to provide exactly the service you require, whether that is a new financial planning strategy, reshaping your current portfolio, or simply making sure everything is in the right place.
“A client-focussed 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.”
John Wakefield - Blue Oar Securities
Does this mean you’ll pay more for our advice than if we were commission-based? Absolutely not. In fact it’s often cheaper because our fee is a fair reflection of the work we do on your behalf.
Our Service defined
The Ovation retained service can be split into three distinct sections. Firstly, dealing with specific issues and providing advice. This can mean helping with a particular issue (such as establishing investments, life assurance, etc), or more general planning (such as reviewing existing pensions, divorce matters, etc).
Secondly, once the advice has been actioned and implemented, it must then be reviewed. This is absolutely crucial, especially where investments or pensions are concerned, and yet is it extraordinary how few people monitor the performance of their funds. This is an area that we take very seriously here at Ovation.
Finally, our services are retained by a client on an ongoing basis for sundry issues (including travel and telephone time – within reason!).
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 |
| e | Email Ovation |