Ovation Finance Ltd - Bristol

Ovation Finance Ltd is a reputable financial planner located at Queen Square House, 18 - 21 Queen Square, Bristol BS1 4NH, United Kingdom. They can be reached by phone at 1179424333 and through their website at ovationfinance.co.uk.

Specialties

The company specializes in providing financial planning services.

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible toilet
• Toilet
• LGBTQ+ friendly
• Appointment required
• Appointments recommended
• Paid street parking

Reviews and Opinions

This company has garnered 12 reviews on Google My Business, with an impressive average rating of 4.9/5. Clients appreciate their candid and practical advice, as well as the flexibility and pragmatism of their financial planning approach.

About Ovation Finance Ltd

Ovation Finance Ltd has been providing expert financial planning services since its inception. Their team of experienced professionals offers personalized advice to help clients navigate complex financial scenarios. Their goal is to simplify the process and provide actionable plans that meet their clients' unique needs.

👍 Reviews of Ovation Finance Ltd

Bob H.

5/5

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!

David T.

5/5

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.

Ernest L.

5/5

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.

John M.

5/5

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.

Rozi W.

4/5

I have been a client for many years as I was very keen to find a financial adivisor who was not attached to a building society. My accountant came up with Chris and I I have been with Ovation since then. I find everybody very helpful and like the slightly atlternative feel to the place some of the reason being that Ovation is based in Bristol rather than London.

Mike B.

5/5

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.

Emma F.

5/5

Often financial advice is sterile and all about the numbers. Ovation, however, bring a warmth to the process. They provide professional, pragmatic advice that is appropriate to my situation. Offering friendly support when needed, (and bear in mind you often need this advice at difficult times in your life) they take the time to get to know you and make sure they explain their thinking. I have already recommended to family and friends and will continue to do so.

Simon N.

5/5

I was introduced to Ovation and moved my business to them. It has been a really good decision.
If you want to trust a company to look after your financial affairs and to give you peace of mind, this is a terrific organisation to do just that.