When is the best time to make a financial plan?

I do like a good proverb.  The best are initially counter intuitive, and yet reveal their wisdom after a few moments consideration. Take this nugget, for example:  Always do your marketing when you are busy. That seems daft on first reading. I can’t do my marketing when I’m busy, because I’m busy! And yet the … Continued

Ye Ovation Away Day

We spend quite a lot of time thinking about ways we can improve all aspects of our business, including the service to clients. Yesterday we held the latest in a series of Project X meetings (working title), all about how we can change Ovation for the better.

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Up The Creek

As has been mentioned on the podcasts, a few year ago I purchased an impulse canoe.

When I was aged 13 I and two friends asked our respective parents for a canoe for Christmas. We would take them to the river in the Somerset village in which I grew up. We never did any ‘proper’ canoeing, just pootle around in a particularly wide part below a weir while other friends swam

The Dreaming Biker

The language we use in financial planning can be somewhat foreboding. Take the word ‘retirement’, for example. It brings with it images of a gold watch and being put out to grass. It sounds like no longer being wanted and getting old.

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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.

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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