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.

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