A Star Rises

 

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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: We Are Hiring . . .

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

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July 16, 2019

Episode 46 – The Sharing Economy with Professor Tim Kasser

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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