Ovation Finance Ltd

"As I approached retirement I thought it would be wise to get some advice and help with financial planning for what lay ahead. The accountant who handled my tax affairs recommended Ovation. When my wife and I had an interview with Ovation we were favourably impressed by the fact that they were not just focussed on financial matters but took a broader approach. They encouraged and helped us to think about what we wanted to do after retirement and what that would mean with regard to how we handled our income and investments. Their initial advice improved the performance of our investments and the performance has coninued to be good. We have found our annual reviews very helpful, and the advice and encouragement received has helped us to do things that we might not otherwise have done. Our advisor has always been approachable and helpful when we have asked for advice between reviews. I am always ready to encourage other people to make use of Ovation's services."

"I needed an efficient friendly team of advisors who would have my best interests at heart. The Team at Ovation keep me updated and well informed as to what is going on with my pension. We have regular reviews. Adrian and his team are at the end of the phone if I need them. Altogether an excellent team and I would thoroughly recommend them."

"Ovation is a great firm. They look after my pension and now my mother's funds too. If I were to summarise my experience of Ovation I'd use the following words "Integrity, Charming, Efficient and Wise". They're good people, who I often recommend."

"I have found Ovations advice very clear, they are not pushing investment products and seek your requirements and future plans to try match and project against expectations. They have been invaluable with my future plans when taking early retirement and demonstrated clear outcomes on different pension options and life plans. Not only for myself but also my wife who sits in on annual reviews and is also clear on our strategy."

"I have worked with Ovation since it was founded in the distant past. I have a complicated personal pension and savings set up which I used never to fully understand, despite having trained as an accountant! I have enjoyed candid and practical reviews with the advisers and have been able to keep the flexibility that I craved. The advice has been pragmatic and sound and has helped me make sensible plans with which I am very pleased. The Ovation team and I think in the same way trying not to overcomplicate anything just to save a few quid!"