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: August 2019

We welcomed Paraplanner Paul Wells on to the team.Click here to find out more, including the first record Paul bought and why he wanted to join Ovation. As you know the Ovation Team are trying hard to reduce our plastic consumption in the office. Paul shared with us a very simple, but great way we … Continued

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August 31, 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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