Ovation Finance Ltd

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.

What a brilliant day the Ovation team had this week at Purposefest at Bristol Beacon. 🌿It was fantastic to spend the day...
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. 🙌

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...
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.

"How the chancellor just took a chunk out of your future pay” – The BBCYet another emotive headline designed to grab att...
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.

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

“Budget tax hikes: Income from property, dividends and savings take a hit” – MoneyWeekAnother strong headline. Another r...
28/11/2025

“Budget tax hikes: Income from property, dividends and savings take a hit” – MoneyWeek

Another strong headline. Another reason for people to feel unsettled.

But here’s the truth: these changes will affect some, not all. And rarely in the dramatic ways the headlines suggest.

Your financial wellbeing isn’t determined by a single announcement. It’s shaped by your goals, your choices, and the thoughtful planning that sits beneath them.

At Ovation, our coaching-led approach helps clients look beyond the noise of short-term taxation and towards the long-term life they want to build.

If the news leaves you wondering how it all fits into your bigger picture, we’re here; ready to listen and help you think it through.

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

There’s a difference between being financially well off and being financially well.We’ve met people with seven figures i...
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

Most people come to us wanting “enough.”But here’s the kicker: enough looks different for everyone.For one person, it’s ...
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?

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 u...
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.

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Bristol
BS14NH

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

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