Continuum

Independent Financial Adviser 5 Somerset Way, Chepstow, NP16 5NP

First meeting at adviser's own cost

Response rating

7.0/10

24th September 2018

You can expect unbiased, independent financial advice from a fully qualified adviser, dedicated to building a lifetime financial planning relationship.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
Long term care
- Long term care

Meet our advisers

James Candow Dip PFS

IFA Partner

Qualifications & Accreditations Hide qualifications

CMAP - Certificate in Mortgage Advice and Practice (CIOBS)

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage 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

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

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

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Accreditations

Where to find us

5 Somerset Way, Chepstow, NP16 5NP

About us

James Candow of Continuum has over 13 years experience in giving advice on regulated financial products.
We offer a comprehensive professional service, advising on Pensions, Protection, ISA's and Investments.
We work on a fee or commission basis.
All costs will be discussed at your first meeting, which will be free of charge.

Our services

Continuum is a new brand of financial advice. It is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true financial planning. We place clients at the centre of everything we do and aim to provide exceptional service at all times.

Compliance

Continuum is a trading style of Continuum (Financial Services) LLP which is an appointed representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority FCA Number 497694. You can view our registration at www.fca.org.uk

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
Long term care
- Long term care

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Our awards

Compliance

Contact options

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