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: 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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