Making The Most of Your Money

In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations. We will talk to you about your future. Where you are now, and where you want to be. Maybe stretch things, encourage you to dream a little. We use our coaching skills to help you define and refine where you are headed, maybe even challenge you a little. Sometimes clients then want a little more detail. We can use:

  • Cashflow modelling techniques to illustrate what might happen to your finances in the future, and thereby encourage the dreaming
  • Tax planning to make sure you are using all the allowances the Government provides
  • Pension planning to make the most of an asset which for many people will be their second largest after their home
  • Coaching to help you answer questions such as ‘how much is enough?’

In fact we will probably have a view on most things you can throw at us. Ovation – never too far from an opinion!

Blog: Reasons to be cheerful!

It might seem a bit of a paradox to some that investment markets have largely recovered since the unprecedented falls caused by the arrival of the coronavirus pandemic, in the face of a constant flow of negative news e.g. contracting economies, predictions of mass unemployment. A big question, why is the market appearing to be … Continued

Posted by:
August 30, 2020

Episode 65 – Amy Florian on Grief, Loss & Transitions

We all struggle with grief, loss and moments of transition in our lives. Grief can come from many areas, whether that be from the death of a loved one or a change in life that leads to something being left behind. Chris talks to a grief specialist Amy Florian about how we can deal with … 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