A Star Rises

 

TM IMAGE

It’s no secret that there is a shortage of new blood in our industry. The average age of a Financial Planner in the UK is 58, compared with 44 for Barristers and 39 for Doctors. Imagine, then, our delight when one August morning in 2015 we found ourselves interviewing Tom Morris, a young Financial Planner with brains to match his heart.

A little under 18 months later, this young man finds himself in the extraordinary position of having achieved Chartered status. Already. What’s more, he’s just been named as one of CityWire’s top 35 ‘Rising Stars’ in the industry. When asked by CityWire about his numerous achievements during his time at Ovation, Tom cited ‘helping his clients’ as #1. Needless to say, he fits right in here at Ovation.

This is an exceptional achievement, and we’re tremendously proud to have Tom on board.

Blog: COVID-19 Update

The Ovation Team is staying safe and working from home, we are still fully operational and can answer calls, emails and continue with video meetings – we are committed to delivering the same high-quality service you would usually expect from us.

Posted by:
April 27, 2020

Episode 62 – Time to Reflect

Episode 62 – Time to Reflect In this episode Chris, David and Producer Tommo share some ideas to think about during lockdown, given what we know about money and happiness. The guys share how they have been spending their time and not their money. They take a look at what we can do right now … Continued

Stay in touch: News & Views from Ovation Finance


Sign up to get the latest news and views from the Ovation team straight to your inbox with the InnOvation Newsletter.


*We will never give out information to a third party