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
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
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.
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
One of our advisers overheard a telephone call recently where a longstanding client said “Oh, you do life assurance too?” It came as a bit of a surprise to us that they didn’t know, so we thought it would be a good time to remind you of all the things Ovation is able to do.