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Ovation Finance Ltd
       
 
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Ovation Finance Ltd
 
 
Overview: 

From the very beginning the plan was to be accountable for time, to understand clients better, break the link between selling a product and providing advice.

All these years later and that original philosophy has influenced the business in some interesting ways:

   Some 92% of the income of the business comes from existing clients. That’s what we do. We see all clients regularly, at least once a year. We like our clients!
   We take time to really understand clients, their goals, their motivations. And we often help clients understand themselves better.
   A large part of our service is managing investments and applying our considerable technical knowledge. But we’ve learned that clients are actually more interested in how close they are to their goals in life.

We are proud of what Ovation has become, and protective of the reputation we have forged among our clients, among the professional community, and within the industry.



The role of a financial planner is to help a client gain clarity over their future.



This process uses a variety of skills and knowledge, including:

   Technical knowledge of areas such as tax and pensions
   Investment management
   Coaching skills – to help clients better understand their own objectives and motivations
   Financial forecasting – putting those objectives and motivations into numbers. What could the future look like?
   Applying a rigour – we like to joke that we meet clients at least once a year whether they like it or not!




As Independent Financial Advisers, we naturally recommend investments based on the entire marketplace. But we go further than that.

In our opinion, the best way to guarantee truly independent advice is to operate as a fee-based practice. This allows us to provide exactly the service you require, whether that is a new financial planning strategy, reshaping your current portfolio, or simply making sure everything is in the right place.

Does this mean you’ll pay more for our advice than if we were commission based? Absolutely not – our fee is a fair reflection of the work we do on your behalf and can often cost you less than you would pay in commission.
History: 

Ovation first opened its doors on January 2nd 2000.


 
 
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