What Do We Really Do?

One of our advisers overheard a telephone call recently where a longstanding client said “Oh, you do life assurance too?” It came as a bit of a surprise to us that they didn’t know, so we thought it would be a good time to remind you of all the things Ovation is able to do.

It’s important to remember that our overall service is Helping people plan for their future. You already know we help with Coaching, Planning and your Cashflow, but what tools do we use to achieve that?

Firstly, we are accredited Pension Specialists, an award from the FCA (Financial Conduct Authority), few advisers achieve this level.  It’s safe to say we know our stuff when it comes to retirement planning and all technical aspects of pensions.

We also advise people on their short term needs. Using ISAs and other investment vehicles such as OEICS, Investment Trusts, Investment Bonds and others, we help clients save for all sorts, e.g. school and university fees, purchasing a property or holiday home or even owning something they’ve always dreamt of, like a yacht.

We then invest the money according to the client’s risk profile and other considerations, such as ethical investing. We call this the Ovation Investment Service.

And we help people to plan for a time when they’re not with us anymore, buy helping them with inheritance tax, trusts and wills.

We help people plan for the worst. We all probably know someone who has suffered from Cancer or other serious illness. We can help with life assurance, critical illness cover and income protection.

A lot of our clients own their own businesses. We can therefore apply the areas outlined above to the specific needs of those business owner. This could be life assurance for share protection or key person insurance. It could be the best way to consider profit extraction or maybe develop a succession plan. We also help the employees through our financial wellbeing employee workshop.

To summarise, our approach to helping is our clients is Financial planning to make you happier as well as wealthier. We’ve been doing it since 2000, and we’re pretty good at it!

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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