Chris Budd

Clarity and Security For Those We Leave Behind

One of the five core elements to achieving financial wellbeing is to know that our loved ones will be looked after if something were to happen to us. This might take the form of writing a will, having conversations within the family, or perhaps just making sure the partner knows how to operate the central … Continued

Chris Budd

When is the best time to make a financial plan?

I do like a good proverb.  The best are initially counter intuitive, and yet reveal their wisdom after a few moments consideration. Take this nugget, for example:  Always do your marketing when you are busy. That seems daft on first reading. I can’t do my marketing when I’m busy, because I’m busy! And yet the … Continued

Bob Mills

Hocus POTUS: The Magic of Markets

This time last year I was trying to put together a communication entitled “Let’s not be frightened of bears”.

It was written partly in response to a somewhat cavalier warning from a well-known financial institution that investors should sell all their equities and invest in bonds; admittedly the article worked the metaphor quite hard, but it also contained a serious message about holding one’s nerve during the bear market* we were experiencing at the time.

Ovation Finance

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…

Blog: How Ovation Delivers Financial Wellbeing

A recent Age Concern survey showed that people in retirement who report the highest levels of wellbeing are those who are living a meaningful existence. There is a tendency, as we go through life, to focus on goals. We tend to fix on a point in time or a certain achievement to aim for, and … Continued

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October 30, 2020

Episode 67 – Exploring Paths to Happiness with Dr Elia Gourgouris

What is your personal brand? If you are the “something” person, what is that “something?” How has this brand shaped your life and wellbeing? Chris, David and Producer Tommo have a chat with the happiness doctor Elia Gourgouris about the positives and negatives of personal brands and their connections to money. With Bage’s Biases, Tight … Continued

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