Continuum Financial Services LLP

Independent Financial Adviser  Office 13, Glove Factory Studios, Wiltshire, BA14 6RL
First meeting at adviser's own cost
I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.
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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Life 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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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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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR 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

Experienced adviser with over 25 years giving regulated advice to individuals and small businesses to deliver agreed goals and objectives.
Highly professional service covering Wealth Management (Investments and Pensions) and protection solutions.
The costs for all services will be discussed and agreed before proceeding and there is no cost for an initial discussion.
I look forward to working with you.

Our services

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, BA14 6RL
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
7.0/10
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FCA authorised
Last authorised 29th November 2021

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