Understand

Understand at Ovation

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.

Plan

Plan at Ovation

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.

Advise

Advise at Ovation

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.

In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations.

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.

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At Ovation we like to take control of pension funds

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.

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When do you plan to sell your business? Is it in about 5 years’ time?

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 access to knowledge on succession planning, business coaching, leadership and management skills, and corporate finance.

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“Great to meet you. You’re not like any financial adviser I’ve ever met before.”

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.

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Times where you need someone you can trust on your side

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.

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At Ovation, we take customer service seriously

(but don’t just take our word for it…)

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Mr Stevens
Hollis Gore Associates, WH Ireland
of clients rate our service as excellent or very good
of clients would recommend us to a friend or colleague

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Blog: The Fastest Budget Summary in the West! 

We always find the race to produce a budget summary a little dull and whatever happens life still goes on. This year we thought we would take a tongue-in-cheek look at what it might mean for you, a whole day before the announcement from Phillip Hammond.  

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October 28, 2018

Episode 48 – The Money Plan with Warren Shute

In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode … Continued