Chris Budd

Clarity and Security For Those We Leave Behind

One of the five core elements to achieving financial wellbeing is to know that our loved ones will be looked after if something were to happen to us. This might take the form of writing a will, having conversations within the family, or perhaps just making sure the partner knows how to operate the central … Continued

Chris Budd

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

Ovation Finance

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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Chris Budd

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

Blog: How Can A Financial Adviser Help You Be Happy?

One truth that comes from the study of financial wellbeing is that we don’t generally know what makes us happy. How can we become more aware of our own wellbeing, and what are the barriers we need to overcome? Society’s Barriers To Happiness Strange as it may seem, life in our Western societies are not … Continued

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December 8, 2019

Episode 55 – Overcoming Anxiety with Nick Elston

In this episode Chris, David and Producer Tommo share a chat with the inspirational Nick Elston. Following on from his spellbinding talk at the Financial Wellbeing Conference, Nick talks about his personal experiences with anxiety and how this led to becoming a professional speaker. With top tips on what you can do to overcome money … Continued

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