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: Deal or No Deal – What’s our Investment Strategy?

With events moving almost hourly and Brexit continuing to dominate the headlines, it’s reasonable to assume that it might cause anxiety for some investors. Ovation’s Investment Manager Bob Mills takes a look at the markets and looks at how concerned we should be from an investment perspective.

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October 27, 2019

Episode 55 – Overcoming Anxiety with Nick Elston

In this episode Chris, David and Producer Tommo share a chat with the inspirational Nick Elston. Following on from his spellbinding talk at the Financial Wellbeing Conference, Nick talks about his personal experiences with anxiety and how this led to becoming a professional speaker. With top tips on what you can do to overcome money … Continued

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