Why choose us

We’re Chartered

We’re proud to be a firm of Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices. You can find out more here.

We’re Financial Planners

From the very beginning, our goal has been to break the link between selling financial products and providing advice. For that reason, we are Financial Planners, rather than advisers. Unlike many others, our focus is helping you to become happier, not just wealthier through financial wellbeing.

We’re independent

Being independent, we have the autonomy to select the best solutions for you. Instead of being tied to any particular product or provider, we can instead align our recommendations with what’s important; you and your goals.

We’re employee-owned

As an employee-owned business since 2018, our team benefits from the success of the business; this means we have a vested interest in keeping our clients happy. You can find out more about why we chose employee ownership here.

We hold the Pension Transfer Gold Standard

We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.

We’re passionate about helping the wider Financial Planning community

Ovation Founder, Chris Budd and Finance Director, Tom Morris started and are founding directors of the Initiative of Financial Wellbeing. Tom is also the chair for the Bristol/Southwest NextGen Planners region. NextGen provides valuable support, learning and insight into the industry for new planners wishing to progress into an advice role.

 

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