Client stories

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

Our clients David and Lesley were kind enough to share their story.

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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.

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LEGAL WORDING

Ovation Finance Ltd is authorised and regulated by the Financial Conduct Authority. You can find Ovation Finance Ltd on the FCA register by clicking here. Reference number: 190914. Registered in England & Wales. Company number: 3830502. Registered Office: Ovation Finance Ltd, Queen Square House, 18-21 Queen Square, Bristol, United Kingdom, BS1 4NH.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. Please note, the Financial Conduct Authority does not regulate tax advice.

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Queen Square House
18-21 Queen Square
Bristol
BS1 4NH

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