Who we help

Unlike many financial advisers and planners, you don’t need to be high net worth or have a certain level of investable assets to work with us. Instead, the people we work with tend to relate to the following:

• You’re thinking about the future; whether that’s your own lifestyle, your family’s security or the future of your business (or all three).
• You have similar values to Ovation. You’ll appreciate honesty and working with someone who is prepared to challenge the status quo.
• You prefer long-term relationships over transactions.
• You understand the difference between cost and value.

In order for Ovation to help develop your financial plan, we will talk to you about your future. Where you are now, and where you want to be. We use our coaching skills to help bring you clarity over your goals, your objectives, your motivations.

Many of the people we help live locally to us in Bristol, but many also live further afield in places such as Bath, London and Kent.