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.
One truth that comes from the study of financial wellbeing is that we don’t generally know what makes us happy. How can we become more aware of our own wellbeing, and what are the barriers we need to overcome? Society’s Barriers To Happiness Strange as it may seem, life in our Western societies are not … Continued
Episode 57 – A Christmas Special It’s that time of year again – The guys have a festive episode of the podcast for you, featuring real dice and sketchy crackers! Join Chris, David and Producer Tommo as they pull a few crackers and play a few games with a financial twist. Ho Ho Ho – … Continued
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