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: We Are Hiring . . .

PRACTICE MANAGER OVATION: Ovation Finance helps its clients and its employees accumulate life, not just wealth. Our principles are best articulated in the guiding question: “Would you advise your mum to do that?”. Ovation Finance is Employee Owned, with employees benefiting from the Ovation Employee Ownership Trust through a profit-share at the end of each … Continued

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July 16, 2019

Episode 46 – The Sharing Economy with Professor Tim Kasser

Join Chris, David and Producer Tommo for part 2 of our interview with Professor Tim Kasser. This time the focus is on practical ideas for financial wellbeing through consuming less. They also have the added bonus of helping to save the environment! With listeners questions and a serious tip not to be missed in #tightasstommo we have a very interesting episode for you.

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