Continuum Financial Services LLP

Independent Financial Adviser  Office 13, Glove Factory Studios, Oxford, Oxfordshire, OX1 1HS
First meeting at adviser's own cost
Our aim is very simple, to provide a lifetime of financial planning experience, where the advice is uncomplicated,
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 28th September 2020
Meet our advisers
Andrew Wakely MCSI Dip PFS
Independent Financial Consultant/Partner

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

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 the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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, 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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

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

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

About us

Continuum has been created to provide a second to none advisory service by some of the most experienced people in the financial industry to deliver a modern financial planning advisory partnership.

The aim is simple, to help customers find solutions to their financial needs through a seamless and transparent financial services experience, whilst at the same time ensuring traditional values and service are maintained at all times.

We provide the highest quality advice and are responsive to the industry changes, using the newest technology to ensure our clients are best informed to achieve their financial needs.

We offer a comprehensive professional service, advising on Pensions, Protection, ISA's and Investments.

Where to find us
Head office address: Office 13, Glove Factory Studios, 1 Brook Lane, Holt, Wiltshire, Trowbridge, BA14 6RL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 28th September 2020

Similar advisers near you

Independent Financial Adviser 0.47 mi
Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
 
Independent Financial Adviser 0.5 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.56 mi
Providing individually tailored financial plans to to help clients clarify and then meet their future goals and aspirations.
 
Independent Financial Adviser 1.69 mi
Our aim is to help clients meet their financial goals and aspirations by offering comprehensive, clear and straightforward advice.