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.
Keywords: Financial Planning, Financial Advice, Financial Wellbeing, Chartered Financial Planners, Pension Advice, Investment Advice, Employee Owned, Bristol
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 120.9
