Helping you to become happier, not just wealthier

We’re Bristol-based Chartered Financial Planners with over 20 years of experience in helping people to use their wealth to accumulate life, not the other way round

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Who we help

The people we help tend to come to us because they’re thinking about the future; whether that’s their own lifestyle, their family’s security or the future of their business (or all three). With that in mind, we do a lot of work with:


As a busy working professional, life moves fast; it can be hard to keep up when you have your career, your family, your finances and your future to juggle. We can help.



Business owners

As a business owner, your company and personal finances should work together. Both impact your future; getting them to complement each other requires a strategy. We can help.

Business owners


Retirement Planning

If you’re approaching retirement, the future can feel uncertain. You just want to know that you’ll be okay, and life will be fulfilling when you move away from the world of work. We can help.

Retirement Planning


What we do



At Ovation, we take the time to get to know you. You’ll notice straight away that we’ll talk about you, not your money. Our first meeting is all about understanding what’s important to you and what you want from life, even if you don’t know yourself to begin with.



Once we understand what’s important to you we can start to make a plan. Using our expert knowledge and some financial planning software, we can explore what’s achievable and what actions need to be taken. We can look at different scenarios and your options.



Only once stages 1 & 2 are complete we start to use our experience and knowledge of pensions, tax and investments, to help your plan to become reality. As chartered financial planners we work to the highest ethical standards, so you’re in safe hands.

Meet the team

Our team is made up of Chartered Financial Planners and expert support team members. We have over 20 years experience and are proud to be driven by understanding our clients and doing what is best for them.

Client Stories

David & Lesley

David and Lesley were looking to understand what their pensions might mean for their retirement lifestyle. They had big aspirations but were unsure whether they could afford to leave work behind and achieve their goal: travelling the world in a campervan.

Read Story


Everything we do is to help our clients achieve their goals: whether that’s early retirement, travelling around the world, getting organised or simply securing peace of mind when it comes to their finances. Here are some of their testimonials.


client since 2014

I wanted advisers who were caring and looked after not only my finances but me and my family. Not only to increase wealth, but how to look at the bigger picture and enjoy life.
This mindset from the start helped me achieve those goals in various areas and still does with fine tuning investments, protection and inheritance.


client since 2001

I was recommended to contact Ovation about 15 years ago now as I wanted to set up a pension plan.
I have been very pleased with the help I have received over the years and with the professional and investment advice I have been given.
I would have no hesitation at all in recommending Ovation to anyone seeking investment advice.


client since 2009

I was recommended to Ovation some time ago. I required a professional care of my investments. Since joining them they have capably taken care of my financial affairs and their advice has seen a healthy growth in my Portfolio. I would certainly recommend Ovation to anyone requiring financial assistance

Rob & Jenny

clients since 2017

Small things have made a difference, the Ovation team make us feel 'part of something', newsletters, online pub quizzes, mindfulness info have all been inclusive. We are confident in how our financial affairs are managed. The minefield of best financial advice can be daunting, and once introduced we are really settled with the great service we have.


client since 2009

The advice over the last 14 years has given me peace of mind about my retirement. Ovation give honest, unbiased advice. I have and will recommend Ovation to my friends because they are professional, forward-thinking, and always look after their clients' best interest.


client since 2009

Ovation's advice has given me the peace of mind that I am managing my pensions effectively and that I can retire with sufficient funds. The service provided is professional and very personable. I have recommended Ovation to several of my family and friends.


client since 2016

Retirement is a huge step and Ovation gave us the confidence and support to make the leap which we have not regretted for a second. They now manage everything for us and use their experience and expertise to ensure our money is safely invested in an efficient way.


client since 2010

Ovation provides an extremely professional service but yet one which is personal and is delivered with a smile. I feel that the team really ‘get me’ and understand my needs and aspirations. I’ve already recommended them to friends and family and I’ll continue to do so.


client since 2011

Ovation is a professional company. It communicates well, its administration is excellent, and the annual reviews are always useful. I would certainly recommend Ovation. They are good people and they are warm and fun. Financial advice does not need to be serious!

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