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.

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Blog: How to Invest with Success…

It might sound obvious, but it is crucial that you consider the benefits and possible drawbacks whenever

you’re making an investment decision, as a recent and awful news story highlights in this post.

Posted by:
March 29, 2019

Episode 48 – The Money Plan with Warren Shute

In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode … Continued