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: 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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July 31, 2020

Episode 64 – The Financial Wellbeing Junkie

The guys are back and may have found the secret meaning of life in this episode! They take a look at two key theories of wellbeing – Set Point Happiness and the Hedonic Treadmill – what really makes us happy and can we increase our wellbeing? There is the classic #TightAssTommo and the NEW Bages’ … Continued

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