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: 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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