Welcome to Ovata Wealth Management
"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett
Crassula Ovata is the botanical name for the Jade Plant, which is also known as the Lucky Plant or Money Tree.
Ovata Wealth Management was born from the need of our clients to plan ahead in light of ever changing financial landscapes, for this generation and all the ones that follow.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 10/09/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
