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  7. Brendan Sheehan at Continuum Financial Services (605306)

Brendan Sheehan at Continuum Financial Services (605306)

Independent Financial Adviser  4 Greenwood Close, Sidcup, Kent, DA15 9AD
First meeting at adviser's own cost
I am a Chartered Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone Show number
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
Mr Brendan Sheehan Chartered ALIBF, Adv DipFA, PETR

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

Associate members are experienced alumni members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post-qualification Continuing Professional Development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
Brendan ensured that he fully understood our views on risk and our future plans both medium and long term. During the course of his investigations he kept us fully informed of progress and ensured that we understood his advice. He ensured that our circumstances and attitudes had not changed before going ahead with the investments. He also made sure that we understood the fee structure in the initial interview. I was impressed when he advised that we delay a decision on an annuity as he had seen reviewed the latest news on my existing fund which resulted in a an increased in the transfer value and made sure that we understood the latest budget implications prior to making our final decision on the annuity.At all times we felt confident that Brendan was doing his best to ensure that we received the best outcome. What could they have done better? This is a very difficult question as we were so impressed with his service. Nothing springs to mind
David, Kent
I have been knowing Brendan as our company's financial consultant as long as I have been working for this company nearly three years and in all this time he has always been very professional, friendly, approachable and trustworthy. He is always available and helpful, through his extensive rage of contact details, and very down to earth when it comes to give full explanation on the various products he gives his advice for. What could they have done better? I believe that he is very thorough in his approach and does not need any further constructive suggestions from me. He is also always striving for more qualifications to widen his expertise.
Laura, London
I was about to retire and to receive a lump sum requiring sensible management over a medium to long term period (it didn't need to produce an annuity). He was listed on the Society of Late Life Advisors (SOLLA) website that had been recommended to me by Which?. He reviewed my current and likely future financial situation, including an ISA Equity portfolio I already held, examined my risk profile and delivered a prompt and clear report with well argued recommendations. Over the last year the medium risk platform he advised has yielded a reasonable return slightly ahead of expectations and he has also advised on and carried through the migration of my earlier ISA portfolio to a more appropriate platform. What could they have done better? His explanations and reports have always been prompt and clear and he has been patient with my lack of experience and sometimes repetitive questioning. My knowledge of investment options and platforms was not strong at the outset . Although the explanations and comparators in his reports were and are very clear and convincing, showing no sign of bias, in retrospect maybe I should have carried out more background reading myself. I didn't think of it at the time but it might have been useful if he could have recommended some places to look if available. Having said that I did get some good corroborative info from Which?
Katharine, London
We have used Brendan Sheehan’s financial advice and services in quite few areas for a number of years now - health insurance, investments, mortgage advice, pensions etc. His professional dealings are always outstanding and bespoke. Brendan is highly qualified in his field and is always ready to come and meet with you to discuss any financial matters at hand and offer a solution that is just right for your business. In his dealings with clients he will always make sure that you have a good experience - for us it always resulted into a positive and economically balanced outcome. We would highly recommend Brendan Sheehan’s financial services as you are guaranteed to have a positive experience.
Nina Dimitrova, London
The possibility for Equity Release. During the course of his research he kept us fully informed of progress and ensured that we understood his advice.At all times we felt confident that Brendan was doing his best to ensure that we received the desired outcome. We cannot recommend Brendan highly enough. We are now Mortgage free and received the desired outcome. What could they have done better ? Brendan could not have been more helpful and we would both like to thank Brendan sincerely for his positivity and thorough professionalism throughout in what has been a very stressful time in our lives. The whole process left us emotionally drained but thanks to his guidance and support we have achieved exactly what we set out to do. We cannot recommend Brendan highly enough.
Michael Jones, London
Brendan has a very professional and caring approach. He listened carefully to my needs and gave very good and honest advice. He explained all options carefully so that I understood before I made my decision. He was open and completely upfront about related costs and fees. I received an excellent service and am completely happy with the options I chose. So much so that I have recommended Brendan to all my own clients in the full knowledge that they will receive an excellent service with open and honest recommendations.
Sandra- Managing Director Finsbury Robinson, Blackheath
I had inherited some money which I wanted to invest for my future care needs. I found that Brendan was a very good listener and that he quickly understood my purpose in needing to invest and the level of risk I was prepared to take with the money. In subsequent meetings he explained thoroughly the results of his analysis and the reasons for his suggestions. I felt confident that his advice was sound. I would be very happy to recommend Brendan for his professionalism and his breadth of experience in this field. yes. What could they have done better? The process was excellent. There is no need to offer suggestions for improvement
Deirdre, Kent
Definitely 5 stars for the great quality of your service, you constantly keep me informed on financial issues on a weekly basis via email and most of all your readily availability to discuss with me directly any of my financial matters which arise. Thank you very much for on going support and also a thank you for Continuum great organisation.
Michelangelo, Kent
I chose Brendan to advise on my elderly mother’s investments as he was listed as a well qualified advisor on The Society of Later Life Advisors list, and I am very glad that I did. In every aspect he has been thoroughly professional and very personable. Despite us having little financial knowledge he was always patient, helpful and explained anything we weren’t sure about, often more than once. He listened to my mother’s wants and needs and after his initial research he explained his findings and they all seem like sound decisions. Brendan will continue to manage the portfolio going forwards and we feel it is in safe hands. Would highly recommend.
Mark, London
About us

Continuum is a collection of established Financial Advice businesses coming together and pooling their experience to create a new brand of financial advice, one that ensures the client is at the centre of everything we do.

Our services

When you choose myself and Continuum, you enter into a business relationship with an adviser, not a business transaction with a sales person. Our advice proposition is one of simplicity and clarity, delivered by a trusted and professional adviser.

Where to find us
Head office address: 4 Greenwood Close, Sidcup, DA15 9AD
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Continuum (Financial Services) LLP; Registered address: As Above. Registered in England and Wales. OC393363. Continuum is a trading name of Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone Show number
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FCA authorised
Last authorised 20th September 2021

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