The role of a financial planner is to help a client gain clarity over their future. 

This process uses a variety of skills and knowledge, including:

  • Technical knowledge of areas such as tax and pensions
  • Investment management
  • Coaching skills – to help clients better understand their own objectives and motivations
  • Financial forecasting – putting those objectives and motivations into numbers. What could the future look like?
  • Applying rigour – we like to joke that we meet clients at least once a year whether they like it or not!

Blog: We Are Hiring . . .

Ovation Finance is looking for a Practice Manager to take Ovation to the next stage in its evolution. Are YOU the person we are looking for? Read on for more details and how to apply.

Posted by:
July 16, 2019

Blog: July 2019

Find out what the Ovation Team has been up to this month

Posted by:
July 31, 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.

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