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.

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Blog: How to Invest with Success…

It might sound obvious, but it is crucial that you consider the benefits and possible drawbacks whenever

you’re making an investment decision, as a recent and awful news story highlights in this post.

Posted by:
March 29, 2019

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