At Ovation Finance we use Financial Wellbeing to help our clients. We help them understand their life goals and how to spend their money purposefully. Ensuring they become happier, not just wealthier.
We are Bristol based independent, Chartered Financial Planners. Founded in 2000, with over 20 years experience in pensions, investments and planning. Our commitment to transforming lives goes beyond traditional financial planning. Embracing a holistic approach that resonates in every aspect of our service.
We champion Financial Wellbeing to support and empower our clients, our people and our community. Our founder, Chris Budd, authored the Financial Wellbeing Book. We have hosted over 100 episodes of the Financial Wellbeing Podcast, and founded the Institute for Financial Wellbeing (IFW).
Ovation was sold to an Employee Ownership Trust in March 2018. Shifting our focus from value and eventual sale to long-term sustainable profit, a win-win for both employees and clients.
In July 2024 Ovation became B Corp Certified. We are proud to be part of a global community dedicated to using business as a force for good. The B Corp Certification is a prestigious designation that signifies we have been through vigorous testing and meet the high standards of performance, accountability and transparency across our business.
Company Details
- Employees
- 14
- Founded
- -
- Address
- Queen Square House, 18-21 Queen Square,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ovationfinance.co.uk
- Keywords
- Investments, Pensions Review, Financial planning, Business Planning, Retirement Forecasting, Tax Advice, Financial Wellbeing, Life Assurance, Estate Planning.
- HQ
- Bristol
- Competitors
- Frazer James, Paradigm Norton Financial Planning, Clear Future Financial Planners | Certified B Corp, Carbonplace, Strategic Solutions Financial Services, Money Marketing, Kellands Chartered Financial Planners, Hargreaves Lansdown, Lexington Wealth Management Limited, Adcock Financial Limited.
Ovation Finance Ltd Questions
Ovation Finance Ltd's website is ovationfinance.co.uk
Ovation Finance Ltd's LinkedIn profile is https://uk.linkedin.com/company/ovation-finance-ltd
Ovation Finance Ltd has
14 employees.
View email and phone details for 14
employees at Ovation Finance Ltd.
Ovation Finance Ltd's industry is
Financial Services
Ovation Finance Ltd's top competitors are
Frazer James,
Paradigm Norton Financial Planning,
Clear Future Financial Planners | Certified B Corp,
Carbonplace,
Strategic Solutions Financial Services,
Money Marketing,
Kellands Chartered Financial Planners,
Hargreaves Lansdown,
Lexington Wealth Management Limited,
Adcock Financial Limited.
Ovation Finance Ltd's categories are Financial Services
Ovation Finance Ltd's founding year is 2000
