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: COVID-19 Update

The Ovation Team is staying safe and working from home, we are still fully operational and can answer calls, emails and continue with video meetings – we are committed to delivering the same high-quality service you would usually expect from us.

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June 27, 2020

Episode 63 – Interview with Will Carmichael from Rooster Money

The guys are still here for the latest episode of the Financial Wellbeing Podcast. Join Chris, David and Producer Tommo as they chat with Will Carmichael, founder of Rooster Money. Now, Rooster Money may be an app to help teach kids great money habits with their pocket money, but stay tuned – us adults should … Continued

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