Episode 53 – The Financial Wellbeing Conference 2019

We have a bumper hour long episode for you from the Financial Wellbeing Conference. Chris, David and Producer Tommo, along with special guests, delivered a great message to fellow financial planners under the iconic wings of Concorde. The event was a fantastic way to share with others in the financial planning industry the message of putting happiness and wellbeing at the heart of everything you do. Whether you are a financial planner, want to know more about financial wellbeing and how to apply it to your finances, or just want a giggle with the legendary #tightasstommo money saving tip, this is the episode for you!


Welcomes and introductions

How the conference came about?

Big thank you to Parmenion for organising the conference.

The speakers at the conference; (click on names for more information)

What happens next? If you are interested in being a part of this get in touch – chrisbudd@ovationfinance.co.uk

Panel Discussion from the conference

Introduction to the panel members

Tight Ass Tommo conference trips can be expensive!

Questions for the Panel

  • How can we engage with clients emotions and why does this matter?
  • How to best signpost clients
  • Why talk to clients about philanthropy?
  • How do we change perceptions to become a truly holistic profession?
  • How do we measure the wellbeing we give to clients?
  • How long will it take for people to stop searching for ‘pensions’ and start searching ‘financial happiness’?
  • How to make financial education a viable business

Thank you to those who supported the conference –


The Money Charity

C The World

Do you have any financial wellbeing questions you would like us to answer?  Do you have a #tightasstommo money saving tip you would like to share with our listeners?

If so, let us know by going to Twitter @Finwellbeing or email – contact@financialwell-being.co.uk

If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop


Blog: A New Reality

It’s now just over a month since our last Coronavirus article. During that time, the virus has been declared a pandemic and we’ve continued to see stock market volatility.  Although the direction has been downwards over the last month, we are seeing moments of growth which is positive to see, especially over the past week. A … Continued

Posted by:
March 27, 2020

Episode 60 – Interview with The Financial Healer, Mark Bristow

Episode 60 – Interview with The Financial Healer, Mark Bristow   How damaging can our relationship with money be? Chris, David and Producer Tommo have a chat with Mark Bristow, The Financial Healer, about how we can uncover and challenge our self-limiting beliefs. From great #tightasstommotips to David’s excessive use of Bristol Rovers player names … Continued

Stay in touch: News & Views from Ovation Finance

Sign up to get the latest news and views from the Ovation team straight to your inbox with the InnOvation Newsletter.

*We will never give out information to a third party