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: We Are Hiring . . .

PRACTICE MANAGER OVATION: Ovation Finance helps its clients and its employees accumulate life, not just wealth. Our principles are best articulated in the guiding question: “Would you advise your mum to do that?”. Ovation Finance is Employee Owned, with employees benefiting from the Ovation Employee Ownership Trust through a profit-share at the end of each … Continued

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July 16, 2019

Episode 46 – The Sharing Economy with Professor Tim Kasser

Join Chris, David and Producer Tommo for part 2 of our interview with Professor Tim Kasser. This time the focus is on practical ideas for financial wellbeing through consuming less. They also have the added bonus of helping to save the environment! With listeners questions and a serious tip not to be missed in #tightasstommo we have a very interesting episode for you.

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