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Ovation Finance Ltd

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Ovation Finance Ltd

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

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.

13/11/2025

Here’s a radical thought: what if someone else’s financial success didn’t take anything away from yours?

There’s a word for this — "compersion".
It means finding joy in someone else’s success.

That mindset shift changes everything.
From scarcity to sufficiency.
From comparison to connection.
From “I’m behind” to “I’m on my own path.”

And that’s what real financial wellbeing feels like.

11/11/2025

There’s a difference between being financially well off and being financially well.

We’ve met people with seven figures in the bank who feel anxious, and people with modest means who feel calm and clear.

Why?

Because financial wellbeing is about:
🧠 Confidence
💬 Clarity
❤️ Feeling aligned with your values

We don’t chase wealth for the sake of it.
We build financial plans that serve your whole life — not just your net worth.

🎧 Hear more on this in our podcast archive → ovationfinance.co.uk/podcasts

03/11/2025

Most people come to us wanting “enough.”
But here’s the kicker: enough looks different for everyone.

For one person, it’s being mortgage-free.
For another, it’s time with grandchildren.
For someone else, it’s never needing to check the bill.

At Ovation, we start by asking what matters to you.
Only then can we build a plan around your real goals — not someone else’s checklist.

So tell us — what does ‘enough’ look like for you?

29/09/2025

Becoming a B-Corp is hard. And that’s exactly the point.

There’s no ‘pay-to-play’ here. Becoming a B-Corp means opening up every corner of your business for inspection — and we do mean every corner.

We were assessed on:
🧭 Governance
💼 Workers
🌍 Environment
💬 Community
👥 Clients

It’s tough. It’s uncomfortable. And it’s completely worth it.

Because if we want to keep earning your trust, it has to start with accountability.

23/09/2025

Is B-Corp just a buzzword?

We get this question a lot:

“Isn’t B Corp just a trendy label?”

Totally fair. But here’s the deal:

✅ B-Corps are legally bound to consider people and planet — not just shareholders.
✅ We have to recertify every 3 years.
✅ We’re held to high, measurable standards.

It’s not a feel-good stamp. It’s a structural shift.

And we think that’s how all businesses should be run.

19/09/2025

You’ve earned the right to ask bigger questions.

As you prepare for life after work, many of our clients tell us the same thing:

“I want my money to do more than sit there.”
Being a B-Corp means we can help with that.

Whether it’s:
🌍 Responsible investing
🎓 Legacy giving
💡 Supporting causes close to your heart

We’ll help you find the why behind the wealth.

17/09/2025

B-Corp + Financial Planning = A Better Fit Than You Think.

It might surprise you to hear a financial firm is a B-Corp. Isn’t that more for tech startups and oat milk brands?

Actually — it's the perfect fit.

Because values matter most when it comes to money:
💬 Transparency
🤝 Long-term relationships
💚 Ethical decision-making

That’s what we’re built on.

16/09/2025

A workplace that works for people.

B-Corps are rated on how they treat their teams — and we take that seriously.

💬 Flexible work policies
🧠 Mental health support
🌱 Personal development

Why does this matter to you? Because happy, supported people give better advice.

It’s not just good ethics. It’s good business.

12/09/2025

A changing world needs thoughtful planning.

The world is shifting — climate, politics, tech, our own company, you.

In that kind of landscape, your financial advice should be rooted in something deeper than algorithms.

It should be human. Thoughtful. Ethical. And future-facing.

We’ve always been committed to doing business in a good way. B-Corp certification is a natural next step to formally assess our values, push us to improve, and show our clients and community that we’re serious about making a positive impact.

Over the next couple of weeks, we'll be sharing more about our B-Corp journey, and importantly, what it means for our colleagues and you, our customers.

21/07/2025

Most people can remember their first money lesson.
It might have been a piggy bank.
Or being told “we can’t afford that.”
Or watching someone you love worry in silence.

At Ovation, we always start by understanding your money story — not your investment portfolio.

Because your mindset, not your maths, is what shapes your relationship with money.

So let us ask:
What’s your earliest memory about money?
And what do you wish you’d learned instead?

Tell us your story, we'll give you a plan.

17/07/2025

15/07/2025

"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? Start with Episode 1. Listen here >> ovationfinance.co.uk/podcasts

Address

Bristol
BS14NH

Opening Hours

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

Website

http://www.ovationfinance.co.uk/

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Our Story

As Chartered Financial Planners, Ovation has been providing truly Independent Financial Advice to our clients for twenty years. Our message is simple: Financial Wellbeing to help you to become happier as well as wealthier.