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: Deal or No Deal – What’s our Investment Strategy?

With events moving almost hourly and Brexit continuing to dominate the headlines, it’s reasonable to assume that it might cause anxiety for some investors. Ovation’s Investment Manager Bob Mills takes a look at the markets and looks at how concerned we should be from an investment perspective.

Posted by:
October 27, 2019

Episode 55 – Overcoming Anxiety with Nick Elston

In this episode Chris, David and Producer Tommo share a chat with the inspirational Nick Elston. Following on from his spellbinding talk at the Financial Wellbeing Conference, Nick talks about his personal experiences with anxiety and how this led to becoming a professional speaker. With top tips on what you can do to overcome money … Continued

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