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Tom Morris
Chartered Financial Planner at Ovation Finance
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Work Experience
Chartered Financial Planner
Aug 2015 - Present · 9 years and 4 months
Founding Director
Nov 2019 - Present · 5 years and 1 months
Financial Planner
Jul 2014 - Aug 2015 · 1 years and 1 months
Company Details
2-10 Employees
Since 2000, Ovation has been providing truly Independent Financial Advice to our clients. We are a chartered company committed to an expert approach in pensions, investments and planning. We offer Financial Wellbeing to make you happier as well as wealthier. We are interested in more than just money and are dedicated to building client relationships. We use our coaching skills to understand what our clients want from life. Using technical knowledge we look at how income and assets can be used to help a client gain clarity over their future. We are proud of what Ovation has become, and protective of the reputation we have forged among our clients, among the professional community, and within the industry. From the very beginning the plan was for Ovation to be accountable for time, an innovative concept back then that has become industry standard. To this day we seek to be innovative. Ovation has been sold to an Employee Ownership Trust - a succession plan for employees to control the company and become truly motivated and inspired to make the company work. The focus of Ovation is no longer on value or an eventual sale, but on long term sustainable profit which, we believe, is going to be a win-win for the employees and our clients. For expert insight and tips on creating financial piece of mind have a listen to The Financial Wellbeing Podcast. Join Chris, David and Producer Tommo as they explore what financial wellbeing means - looking at our emotions and attitudes towards money, explaining technical jargon and great guest interviews.
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services
HQ Location
Queen Square House 18-21 Queen Square Bristol, BS1 4NH, GB
Keywords
InvestmentsPensions ReviewFinancial planningBusiness PlanningRetirement ForecastingTax AdviceFinancial WellbeingLife Assuranceand Estate Planning
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