Meet Bob!

Bob Mills has joined us as our Investment Manager, taking responsibility for the Ovation Central Investment Proposition.

We wanted to keep this article brief, therefore we can only offer you a précis of Bob’s broad experience and numerous qualifications. For those of you who would like to know the full extent of his expertise – please do get in touch and we will send you the first volume within the week.

 

Academically, Bob has an impressive collection:

-Associate of the Chartered Institute of Insurance (ACII)

-Diploma in Financial Planning (Dip PFS)

-Chartered Insurance Practitioner

-Financial Planning Certificate (FPC)

 

 And that’s not all…

Bob brings with him a wealth of experience, including:

-20 years at Natwest Independent Financial Services as an Investment topic expert, and latterly at Coutts Wealth Management Brands

-Former head of third party onshore and offshore mutual fund research and panel selection

-Project Manager for third party platforms, responsible for the initial research through to recommendation, implementation and development of third party platforms.

 

On top of all this, Bob is currently studying for a Diploma in piano performance.

 

But why not hear it from the man himself – click here to visit Bob’s profile.

Blog: How Can A Financial Adviser Help You Be Happy?

One truth that comes from the study of financial wellbeing is that we don’t generally know what makes us happy. How can we become more aware of our own wellbeing, and what are the barriers we need to overcome? Society’s Barriers To Happiness Strange as it may seem, life in our Western societies are not … Continued

Posted by:
December 8, 2019

Episode 58 – Interview with Anthony ‘Tas’ Tasgal

Episode 58 – Interview with Anthony ‘Tas’ Tasgal David and his co-conspirators Chris and Producer Tommo have a chat with author and strategist Anthony ‘Tas’ Tasgal about our behaviours and how we make decisions. Tas looks at changes that can be made for better money decisions with some fun exercises. Be sure to play along! … Continued

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