Ovation Finance
Financial Services • 
Bristol, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Queen Square House, 18-21 Queen Square, Bristol, BS1 4NH, GB |
| Phone number | +443830502 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Business Planning, Estate Planning, Financial Planning, Tax Advice, Life Assurance, Financial Wellbeing, Pensions Review, Retirement Forecasting |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contacts at Ovation Finance
Adrian Kidd
Chartered Financial Planner And Director
Tom Morris
Managing Director & Chartered Financial Planner
Cheryl Frazer
Compliance Director & Practice Manager
Ovation Finance Email Formats
Ovation Finance uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@ovationfinance.co.uk), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ovationfinance.co.uk | 76.9% |
{first name}{last name} | johndoe@ovationfinance.co.uk | 23.1% |
About Ovation Finance
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.
Ovation Finance revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Ovation Finance has 8 employees across 5 departments.
Departments
Number of employees
Funding Data
Ovation Finance has never raised funding before.
Ovation Finance Tech Stack
Discover the technologies and tools that power Ovation Finance's digital infrastructure, from frameworks to analytics platforms.
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Maps
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Miscellaneous
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