More Good News!

January has been a month of positive news here at Ovation. After many months, perhaps even years, we are delighted to announce Ovation are now accredited as Chartered Financial Planners.

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Pensions Freedoms Inquiry Submission

The government want people to be able to access their pensions through new pensions freedoms. On behalf of Ovation Chris has submitted evidence to show a change in the regulatory approach is needed. This will ensure pensions continue to pay a regular income and those who access their pension fully understand the future consequences of doing so.

Ye Ovation Away Day

We spend quite a lot of time thinking about ways we can improve all aspects of our business, including the service to clients. Yesterday we held the latest in a series of Project X meetings (working title), all about how we can change Ovation for the better.

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A Star Rises

It’s no secret that there is a shortage of new blood in our industry. The average age of a Financial Planner in the UK is 58, compared with 44 for Barristers and 39 for Doctors. Imagine, then, our delight when one August morning in 2015 we found ourselves interviewing Tom Morris…

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The Client Experience: A Testimonial

We love our clients. They’re why we do what we do, and helping them realise their dreams is our main motivation. You can imagine our delight, then, to receive this lovely testimonial from a long-standing client…

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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.

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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