Ovation Finance Ltd

Ovation Finance Ltd

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Independent chartered financial planners, experts in pensions, investments and planning 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

06/03/2026

What a brilliant day the Ovation team had this week at Purposefest at Bristol Beacon. 🌿

It was fantastic to spend the day surrounded by people and organisations who are passionate about using business as a force for good.

We had some really thoughtful conversations at our stand about financial wellbeing, sustainable investing and aligning money with meaning. It was inspiring to hear how many people are thinking about the role their finances can play in creating positive impact in their lives and in the wider world.

We also loved sharing a bit more about our B Corp journey. Becoming a Certified B Corporation in 2024 was a huge milestone for us and it was great to connect with others who are on similar paths.

A big thank you to everyone who stopped by to chat with us and a special thank you to Andy Hawkins for bringing such a thoughtful and inspiring event together.

We came away feeling energised, hopeful and very grateful to be part of a growing community of purpose led businesses. 🙌

22/12/2025

As 2025 draws to a close, we’re looking back on a year of growth at Ovation; with a larger team, a new Managing Director, and the celebration of 25 years of helping people build lasting financial wellbeing for every stage of life.

This year has reminded us why we do what we do. Supporting our clients through life’s transitions, helping you feel clearer about your options, and providing calm, considered guidance when it matters most remains our purpose and our privilege. Your trust and partnership are what make our work meaningful.

A quick reminder of our Christmas office hours:

🎄 Closing at 5pm on Wednesday 24 December
✨ Reopening at 9am on Friday 2 January

Wishing you a peaceful Christmas and a happy, healthy New Year. ✨
From all of us at Ovation.

16/12/2025

"How the chancellor just took a chunk out of your future pay” – The BBC

Yet another emotive headline designed to grab attention.

Tax thresholds have frozen again, and for many, frustration follows quickly behind. Especially when coupled with headlines like this.

But while the headlines focus on what’s being taken, we help clients focus on what can be built. When your financial plan already builds in buffers, you can move forward with confidence rather than alarm.

At Ovation, we don’t react to headlines, we help you understand what they truly mean for your story, your goals, your version of a good life.

If you’re unsure how this shift fits into your plan, we’re here to help you find clarity.

05/12/2025

"I wish I’d started sooner.”
It’s the most common thing we hear — and the most unhelpful belief to hold onto.
Because here’s what we’ve seen, time and time again:
People in their 50s often arrive at this stage with more clarity than they ever had in their 30s.
You know what matters now. You’ve seen what doesn’t last.
And maybe for the first time, you're thinking about your wellbeing.

So no, it’s not too late.
It's just the right moment to begin.

🎧 Want to explore what financial wellbeing really means in this season of life? Explore our podcast.

01/12/2025

We’re hard on ourselves when it comes to money.
🧠 “I should’ve saved more.”
😔 “I always get it wrong.”
🤫 “I’m too embarrassed to ask for help.”

But here’s the truth: managing money isn’t just practical — it’s emotional.

We recently spoke with certified money coach Dennis Harhalakis about why kindness is a powerful (and often overlooked) part of financial wellbeing.

His take?

“Money is most powerful when it’s used to strengthen relationships — not just increase wealth.”
That includes the relationship you have with yourself.

🎧 Listen to our chat on Episode 118.

https://ovationfinance.co.uk/podcasts/episode-118-kindness-with-dennis-harhalakis/

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Location

Address


Bristol
BS14NH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm