
Ovation Finance
Ovation Finance is a Bristol-based, employee-owned firm of Chartered Financial Planners focused on helping clients achieve financial wellbeing and accumulate life with their wealth.
/10
Transparency ranking
Work at Ovation Finance?
Tell us what we're missing about working at Ovation Finance so we can make the job search more transparent for everyone.
Tell us what it's like to work at Ovation Finance!Description
Ovation Finance is a Bristol-based chartered financial planning firm dedicated to helping clients achieve financial wellbeing. They focus on understanding what truly matters to their clients, not just managing their money. Ovation emphasizes a holistic approach, believing that financial wellbeing is intertwined with personal happiness and life goals. Their services extend beyond traditional financial advice, encompassing coaching and guidance to help clients define their aspirations and align their finances accordingly.
Ovation is an employee-owned company, reflecting their commitment to fostering a positive and supportive work environment. They are passionate about community involvement, supporting local charities and organizations. Ovation is also known for its innovative Financial Wellbeing Podcast, offering insights and advice on topics such as managing finances, overcoming financial anxiety, and achieving a fulfilling lifestyle.
Flexibility
Ovation Finance prioritizes work-life balance and offers flexible working arrangements to its employees. This includes the option for remote working with full home equipment provided, and flexibility to adjust schedules around family needs. They also offer enhanced maternity and paternity pay, demonstrating their commitment to supporting employees in balancing their professional and personal lives.
Benefits
Ovation Finance offers a comprehensive benefits package to its employees, including a non-contributory pension scheme with 7% of earnings paid in, death in service cover of 6 times annual salary, 25 days of holiday plus statutory holidays, and health club cashback. Additionally, they provide sick pay at full salary for 6 months, private medical insurance after probation, flexible working with full home equipment, enhanced maternity pay, and full paternity pay, reflecting their commitment to work-life balance and employee well-being.
Mission
Ovation Finance is a Bristol-based firm of Chartered Financial Planners dedicated to helping people accumulate life, not just wealth. They believe in a holistic approach to financial wellbeing, focusing on understanding clients' aspirations and goals, rather than solely on their finances. Their mission is to guide clients toward a happier, more fulfilling life by aligning their financial plans with their personal values and objectives.
Culture
Ovation Finance promotes a culture that prioritizes both client and employee wellbeing. Their employee-owned structure fosters a strong sense of ownership and teamwork, while their commitment to ethical practices and a focus on "accumulating life, not just wealth" creates a supportive and values-driven environment. They encourage personal and professional growth, offering training opportunities and transparent pay structures, and prioritize work-life balance with flexible working arrangements and family-friendly policies.
DE&I
Ovation Finance demonstrates a commitment to diversity, equity, and inclusion by promoting a welcoming and inclusive work environment. They value the unique perspectives of each employee, offering flexible working arrangements, transparent pay bands, and a focus on work-life balance. Their employee-ownership structure encourages everyone to have their voices heard and positively impact the business. These efforts highlight their dedication to creating a workplace where all employees feel valued, respected, and empowered to contribute their skills and talents.
Similar companies. But verified.
