Continuum Financial Services LLP

Independent Financial Adviser  Falcon House, Eagle Road, Plymouth, SK8 1PF
First meeting at adviser's own cost
Friendly, local, experienced Independent Adviser who specialises in setting up specific strategies, aimed at supporting your financial future. Will collaborate with you to provide unbiased financial planning, in a clear and easy to understand way.
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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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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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Corporate pension
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Employee benefits
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Group ISA
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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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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Ben Alcock FCII
Chartered Financial Planner

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Professional Adviser Award Adviser Firm of the Year 2020

Very proud to say that at Continuum, we put our clients at the heart of everything we do. We are refreshingly modern, have a common passion, outlook and commitment to practice true financial planning.

As my client, you can expect unbiased and independent advice from myself, as a fully qualified Chartered Financial Planner, who is dedicated to building a lifetime financial planning relationship with yourself. I will provide advice that is uncomplicated, clear and at all times meaningful.

We have a state-of-the-art 'cash management' tool to help improve the returns on your deposit savings, which is not widely available from other advisers.

We also provide our clients with their own 'Personal Finance Portal' - technology making finances accessible 24/7.

Our services

We will collaborate with you to create your own bespoke plan and provide you with financial translation, education and organisation, freeing you to focus on living the life you want to lead.

A tried and tested five stage process ensures that we address your personal needs. This goes from forming a professional relationship, analysis and research (with access to the whole market), recommendation in a written report, implementation (with your agreement) and regular ongoing service.

Being an independent financial adviser means being best placed to source the most suitable plans for your needs.

As a client you will also get the benefit of our award-winning client communication programme and 'Perks' loyalty scheme for discounts and cashbacks on day to day purchases.

Where to find us
Head office address: Falcon House, Eagle Road, Plymouth, SK8 1PF
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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.

Response rating
9.2/10
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FCA authorised
Last authorised 25th October 2021

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