Meet The Ovation Finance Team
There’s one phrase you won’t hear an adviser using at Ovation, and that’s “my client”. We like clients to get to know as many of the team as possible, because we don’t believe clients are best served by only having access to the knowledge of one person.
We have a huge amount of knowledge and experience amongst our team. We take what we do very seriously, but we like to have some fun along the way. Come and say “hi” by clicking on our individual profiles…
Managing DirectorMore about Chris
Financial Planning DirectorMore about Adrian
Operations ManagerMore about Elizabeth
New Business AdministratorMore about Vickie
Finance AdministratorMore about Hayley
Financial PlannerMore about Ian
Investment ManagerMore about Bob
Ringleader Of Creative OperationsMore about Tammy
Chartered Financial PlannerMore about Tom
ParaplannerMore about Chris
How we help
At Ovation we care about Financial Planning and it’s future as a profession. With this in mind we teamed up with Bristol Works, a scheme designed to help young school leavers learn more about what working opportunities are available. Here is the result, a video explaining what IFAs do.