Unlike most financial planners you don’t need to be “high net worth” or have a certain level of investable assets, but you’ll need to be able to relate to the following:

  • You’re thinking about the future and, when the time comes, making a change in direction, whether that’s selling a business, working because you want to, not because you have to or spending more time with your friends or family. Whatever the reason, your finances will have an impact.
  • You have similar values to Ovation. You’ll appreciate honesty and working with someone who is prepared to challenge the status quo. We’re a team with a strong social conscience who don’t put profit above all else.
  • You’ll prefer long-term relationships over transactions.
  • You understand the difference between cost and value.

Blog: A New Reality

It’s now just over a month since our last Coronavirus article. During that time, the virus has been declared a pandemic and we’ve continued to see stock market volatility.  Although the direction has been downwards over the last month, we are seeing moments of growth which is positive to see, especially over the past week. A … Continued

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March 27, 2020

Episode 60 – Interview with The Financial Healer, Mark Bristow

Episode 60 – Interview with The Financial Healer, Mark Bristow   How damaging can our relationship with money be? Chris, David and Producer Tommo have a chat with Mark Bristow, The Financial Healer, about how we can uncover and challenge our self-limiting beliefs. From great #tightasstommotips to David’s excessive use of Bristol Rovers player names … Continued

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