Ovation first opened its doors in January 2000.
From the very beginning, our goal has been to understand clients better and break the link between selling financial products and providing advice. We have over 20 years' experience of financial wellbeing. At Ovation, we help clients understand what they want from life so they can spend their money to increase all areas of wellbeing.
Two decades later, our values remain the same…
We help clients to accumulate life with their wealth, not the other way round
We act with integrity and honesty, even if that sometimes means delivering hard truths
We practice what we preach…
Not only are we passionate about providing exceptional service, but we care about the wellbeing of our staff and clients:
Get to know our expert team, learn more about the way our business works, and find out how we practice our values by supporting our community:
Meet the team
Our team is made up of Chartered Financial Planners and expert support team members. Some members of the team have been with us from the very beginning. We have over 20 years of experience and are proud to be driven by understanding our clients and doing what is best for them.
Meet the team
Our founder Chris Budd wanted to prove that not everyone is motivated by money, and doing the right thing is more important than the most profitable thing. So, in March 2018, Ovation became employee owned.