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: August 2019

We welcomed Paraplanner Paul Wells on to the team.Click here to find out more, including the first record Paul bought and why he wanted to join Ovation. As you know the Ovation Team are trying hard to reduce our plastic consumption in the office. Paul shared with us a very simple, but great way we … Continued

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August 31, 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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