Ovation Finance Limited

Independent Financial Adviser  Ovation Finance Ltd, City of Bristol, Bristol, BS1 4NH
First meeting at adviser's own cost
Chartered Financial Planners
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
9.2/10
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FCA authorised
Last authorised 30th November 2020
Meet our advisers
Tom Morris APFS
Chartered Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
Adrian Kidd
Chartered Financial Planner

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
What our clients say
Ovation are friendly, approachable and available when required. They listen to what we believe we require of an adviser whilst also making us aware of what they have to offer. They clearly explain the options available to us and work with us to help maximise the return on our investments within the risk levels that we are comfortable with. We are very happy and comfortable dealing with them.
Dave, Avon
Ovation are always well prepared, they listen, think and act.
Peter, Avon
About us

Experts in pensions, retirement and investments. We've been providing Sound Financial Planning since 2000.

Chartered is the gold standard for Financial Planning, not only does it mean we know our stuff, you are guaranteed the highest ethical standards too.

Our services

This is a response from one of our clients...

Everyone at Ovation is personable, authentic and well qualified. They take the time to understand me and my circumstances. What I really like is that I feel that they 'get' me and we have a strong relationship that doesn't feel like 'client' and 'supplier'. They are a breath of fresh air in a field that is competitive and commercial.

Where to find us
Head office address: Ovation Finance Ltd, 18-21 Queen Square House, Queen Square, City of Bristol, Bristol, BS1 4NH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 30th November 2020

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