Ovation Finance Ltd
Ovation is a Bristol-based Chartered Financial Planning firm with over 20 years of experience. They focus on understanding clients' needs and providing financial advice.
- Ethical investing
- Financial planning
- Retirement planning
- Investment management
Locations
Digital Popularity
Social Media
Competitors
Moneo Wealth Management is dedicated to positively impacting clients' lives through bespoke financial planning.
The Aspire Partnership is a boutique financial planning firm based in Bristol, dedicated to providing personalised financial advice tailored to each client's unique needs.
Ifamax Wealth Management provides expert financial planning and wealth management services tailored to individual needs.
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Company Details
Ovation Finance Ltd is operated by Ovation Finance Limited and is a Active company incorporated on 24 August 1999 with the registered office located in Bristol, Bristol. Ovation Finance Limited was registered 26 years ago.
Status
Active
Size
Micro
Directors
7
Age
26 years old
Employees
14
Turnover
Unreported
Total Assets
£398.05K
Cash in Bank
£253.86K
Total Liabilities
-£158.81K
Teams
13
5
3
2
2
2
2
Compliance Director & Practice Manager • Joined Dec 2019
Client Relationship Manager • Joined Nov 2021
Director & Chartered Financial Planner • Joined Aug 2015
Managing Director And Chartered Financial Planner • Joined Feb 2018
Administrator • Joined Oct 2022
Administrator • Joined Nov 2007
Finance Adminstrator • Joined Sep 2011
Client Services • Joined Sep 2000
Chair • Joined Jan 2000
Chartered Financial Planner • Joined Jul 2024
Director & Chartered Financial Planner • Joined Aug 2015
Managing Director And Chartered Financial Planner • Joined Feb 2018
Finance Adminstrator • Joined Sep 2011
Chartered Financial Planner • Joined Jul 2024
Financial Planner • Joined Apr 2023
Compliance Director & Practice Manager • Joined Dec 2019
Chair • Joined Jan 2000
Administrator • Joined Oct 2022
Administrator • Joined Nov 2007
Finance Adminstrator • Joined Sep 2011
Client Relationship Manager • Joined Nov 2021
Client Services • Joined Sep 2000
Client Relationship Manager • Joined Nov 2021
Client Services • Joined Sep 2000
Employee
Ringleader Of Creative Operations • Joined May 2017
View 13 members