Here are the answers to some of the questions clients ask most frequently.

Meetings can be held in our meeting room at Queen Square House, with comfy sofas and a lovely view across the square, complete with a cup of tea/coffee and a biscuit. We can also conduct meetings online via Zoom. We are always happy to accommodate client needs where possible.

No, the initial meeting is free of charge. This is an informal meeting where we will listen to you so that we can understand you and your needs.

Generally an hour.

No – the planner will explain how we work and what the next steps would be which you can think about before signing up. Whilst some clients will sign up straight away, others will prefer to take time to think about it.

If you like the sound of how Ovation can help you, please give us a call on 0117 942 4333 and a member of the team will book a call back from one of our financial planners. Alternatively please fill in the contact form below and we will get back to you.

Yes. We are also Chartered Financial Planners, promising to maintain the highest ethical standards and technical knowledge. Finally, we’re also Employee Owned, so we value doing the right thing for both employees and clients over the most profitable thing.

Ovation Finance Ltd is authorised and regulated by the Financial Conduct Authority. You can find Ovation Finance Ltd on the FCA register by clicking clicking here. Reference number: 190914.

No, we’ve always been proud of being able to say that. Provided we believe we can offer you value for money, we will accept you as a client.

Of course, we have a group of ambassadors, who have all benefited in different ways from Ovation’s service, and are happy to speak to you if you are thinking of becoming a client.

Not everyone needs a financial planner. For many, however, the peace of mind from having professional help with your finances can be invaluable. Choosing a financial planner is unlike many other relationships as the right fit will last a lifetime. Being employee-owned, we will be there for a lifetime. As a Chartered firm, we are committed to continued learning and development. And our financial planners are backed by a fantastic team who all do what is best for our clients.

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