Phoebe James

Client Relationship Manager

After graduating with a degree in Psychology, in the midst of a global pandemic, I wasn’t sure what my next step would be. I decided to take a chance and move to a completely new city, Bristol. I was lucky enough to find a job doing admin for an independent financial advisor, who helped me realise that this was the industry for me.

Ovation was the perfect place for me to move onto due to their high ethical standards and their focus on making sure clients’ financial wellbeing is the priority.


I’m excited to see what the future will bring, and I plan to continue studying towards a Diploma in Regulated Financial Planning to develop my understanding and knowledge of financial services.

Outside work

In my free time I enjoy being in the kitchen baking up some goodies or experimenting new dishes. I also love to walk one of our neighbours’ dogs – a Chow Chow called Teddy, he’s such a character!

Phoebe in the spotlight

When did you join Ovation?

November 2021

Where can we find you on an ideal weekend?

On the sofa with a cup of tea watching crime documentaries.

What makes you laugh?

My cats

What makes you cry?

Anything remotely sad, especially if there’s sad music!

Who would you most like to have round for dinner?

David Attenborough

What’s your favourite song to sing along to in the car?

Kiss from a Rose by Seal

What was the first album you ever bought?

Queens of the Stone Age – Like Clockwork

What was the best gig/concert you’ve ever been to?

Tame Impala

What’s your pet peeve?

People chewing with their mouth open

If you could turn any activity into an Olympic sport, what would you win gold for?

Binge watching TV

When the dessert menu arrives, what are you looking for?

Chocolate cheesecake

What’s the one thing you’d like to do before you die?

See the giant redwoods

More team members


Christiaan Coolen

Financial Planner

Hayley Watts


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