Who we help
The people we help tend to come to us because they’re thinking about the future; whether that’s their own lifestyle, their family’s security or the future of their business (or all three). With that in mind, we do a lot of work with:
What we do
Understand
At Ovation, we take the time to get to know you. You’ll notice straight away that we’ll talk about you, not your money. Our first meeting is all about understanding what’s important to you and what you want from life, even if you don’t know yourself to begin with.
Plan
Once we understand what’s important to you we can start to make a plan. Using our expert knowledge and some financial planning software, we can explore what’s achievable and what actions need to be taken. We can look at different scenarios and your options.
Advise
Only once stages 1 & 2 are complete we start to use our experience and knowledge of pensions, tax and investments, to help your plan to become reality. As chartered financial planners we work to the highest ethical standards, so you’re in safe hands.
Client Stories
Testimonials
Everything we do is to help our clients achieve their goals: whether that’s early retirement, travelling around the world, getting organised or simply securing peace of mind when it comes to their finances. Here are some of their testimonials.
