Ovation Finance Ltd

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

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

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

10/07/2025

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.” Hear it here >> https://ovationfinance.co.uk/podcasts/episode-118-kindness-with-dennis-harhalakis/

That includes the relationship you have with yourself.

🎧 Listen to our chat on Episode 118.

08/07/2025

We all want peace of mind.
But here’s the thing — it doesn’t show up overnight.

It’s built through:
🔹 Clarity
🔹 Consistency
🔹 Conversations (the real ones, not the rushed ones)

At Ovation, we’re not here to talk at you.
We’re here to help you understand your version of enough — and build from there.

📩 Fancy a chat about what peace of mind means to you?

Check out this LinkedIn Carousel designed by Ovation Finance.

07/07/2025

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.

04/07/2025

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?

03/07/2025

Let’s imagine you’ve got one brilliant, full decade of energy and freedom ahead of you.

What would you do with it?

✈️ Travel more?
🎨 Finally try something creative?
🧒 Spend time with grandchildren or volunteer?
💡 Start that side project you’ve been thinking about?

Planning your finances is really planning your life.
And if you can picture that decade — we can help you fund it.

01/07/2025

Welcome Clemence!

We’re delighted to announce that Clémence Chatelin has joined the Ovation Team.

Clémence is an award-winning Chartered Financial Planner with outstanding ESG expertise.

Clémence brings a remarkable track record in sustainable and ethical investing. Her experience building sustainable investment propositions and her passion for educating others will strengthen our ethical investing approach and help us continue to deliver trust and impact-driven advice to clients.

She’s not only an expert but also an excellent communicator, making complex ESG topics clear and actionable — you may recognise her from Episode 91 of The Financial Wellbeing Podcast!

Based locally in Bristol, Clémence strengthens our commitment to financial wellbeing and ethical investment portfolios. We couldn’t be happier to have her on board.

🌱 Welcome to Ovation, Clémence — we can’t wait to see what we achieve together!

23/06/2025

We’ve been taught not to talk about money.
Especially in relationships. Especially as we age.
But silence isn’t neutral — it’s costly.

Not having the conversation can mean:
❌ Carrying the emotional load alone
❌ Making assumptions about what others want
❌ Missing chances to plan together

Talking about money isn’t awkward.
It’s generous. It’s practical. It’s liberating.

If you haven’t had “the conversation” yet — with your partner, your kids, your advisor — maybe now’s the time.

19/06/2025

If the next decade could be your best — what would you want from it?

🌍 More time?
🌸 More joy?
🌈 Less stress?

At Ovation, we help people build plans for the life they want — not just the retirement they think they’re supposed to have.

Let's design this next chapter with purpose.

Get in touch with us to book an initial consultation with our team, we'll get you on the desired path.

18/06/2025

We ask every client the same question:

"What does 'enough' mean to you?"

Because retirement is personal.
For one person, enough is freedom to travel. For another, it’s just time to think.
It’s not about having more. It’s about knowing what matters.

Want help finding your version of enough? Comment below and we'll reply with the links and resources you need to get started with your planning.