The role of a financial planner is to help you gain clarity over your future and then plot a path to get there. 

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

  • 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?
  • Technical knowledge of areas such as tax and pensions
  • Investment management
  • Applying rigour – we like to joke that we meet clients at least once a year whether they like it or not!

Blog: August 2019

We welcomed Paraplanner Paul Wells on to the team.Click here to find out more, including the first record Paul bought and why he wanted to join Ovation. As you know the Ovation Team are trying hard to reduce our plastic consumption in the office. Paul shared with us a very simple, but great way we … Continued

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August 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.

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