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 helping you decide what you want from life, even if you don't know yourself to begin with.
Once we understand you and your goals we can start to make a plan. Using our knowledge and some clever software we can project your future in numbers. We can explore different scenarios and your options.
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.
We will talk to you about your future. Where you are now, and where you want to be. Maybe stretch things, and encourage you to dream a little. We use our coaching skills to help you define and refine where you are headed, maybe even challenge you a little.
There are a lot of myths around pensions, created by rules that can seem complicated and impenetrable. We are pension specialists, a specifically designated category of FCA authorisation. We have huge experience on all aspects including the best way to take benefits.
For most business owners there is a vague notion that they will sell up in 5 years. But very few of them actually start planning. Which is why, 5 years later, they are still thinking about selling in 5 years time. Ovation has the knowledge on succession planning, business coaching, leadership and management skills, and corporate finance.
We've always taken this as a compliment. Ask yourself this question – do you think your adviser cares more about you, or about your money? And if you haven’t heard from your adviser in more than a year, get in touch with us.
The very way in which we provide financial advice – based around long term relationships, regular meetings, tracking progress to long term objectives – is well suited to helping someone going through a divorce. We can provide clarity over what the future may look like. We work closely with other firms, in particular solicitors who specialise in a collaborative approach to achieving an amicable settlement.
PRACTICE MANAGER OVATION: Ovation Finance helps its clients and its employees accumulate life, not just wealth. Our principles are best articulated in the guiding question: “Would you advise your mum to do that?”. Ovation Finance is Employee Owned, with employees benefiting from the Ovation Employee Ownership Trust through a profit-share at the end of each … Continued
Join Chris, David and Producer Tommo for part 2 of our interview with Professor Tim Kasser. This time the focus is on practical ideas for financial wellbeing through consuming less. They also have the added bonus of helping to save the environment! With listeners questions and a serious tip not to be missed in #tightasstommo we have a very interesting episode for you.
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