Understand – We work with you to help you decide what’s important in life. At Ovation we encourage our clients to accumulate life with their money, not the other way around. That doesn’t always come easy to clients, often we’ve been brought up to squirrel away for a rainy day. Talking about your future, family and your ambitions helps give clarity. Once we have that we need to think about how much it will cost.

Plan – Once we’ve helped you define your destination we need a plan to get there. Think of this as the financial equivalent of an MRI scan. We look at your income, expenses, savings, protection needs and, most importantly, your objectives. Using this information and some magic software we can make some informed predictions about your financial future. We can look at different scenarios, anything from buying a holiday home to giving the grandchildren some money.  

Advise – Once the plan is in place we often need to take some action. That might mean making pension or ISA contributions to make the most of your available tax allowances; investments to use your capital gains tax allowance and grow your beans.  As Chartered Financial Planners, whatever the advice is you can be sure it will be in your best possible interest. This is just the beginning, financial planning is a process, we meet each year for a check up to make sure everything is on track and take remedial action if it’s not.

Stay in touch: News & Views from Ovation Finance


To get the latest news straight to your inbox including budgets, quarter reviews and white paper articles


*We will never give out information to a third party

Blog: The Fastest Budget Summary in the West! 

We always find the race to produce a budget summary a little dull and whatever happens life still goes on. This year we thought we would take a tongue-in-cheek look at what it might mean for you, a whole day before the announcement from Phillip Hammond.  

Posted by:
October 28, 2018

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