Thinking about what makes Ovation tick and honing its values led director and chartered financial planner Tom Morris and the rest of his team to determine five key criteria that showcase the high level of service the firm delivers to around 270 clients in the Southwest.

Wellbeing and teamwork denote that the 12-strong team aims to be great coaches, listeners and teammates. Indeed, the firm has recently gained accreditation from the Initiative for Financial Wellbeing.

Knowledge and transparency reflect its commitment to continuous development and making things understandable to clients. In another recent development, support staff undertook an online Motem course to help improve their soft skills and communication with clients.

Lastly, ethics signifies that the firm aims to do the right thing by its people, clients and community. More than one-fifth of funds recommended in the past 12 months were specifically ESG and Ovation is in the process of applying for B Corporation status.

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