Continuum Financial Services LLP

Independent Financial Adviser  Bourne Space, Poole, Dorset, BH2 5AY
First meeting at adviser's own cost
I am passionate about helping you make more informed decisions today and for your future by creating a personalised, life-centred financial plan. I believe that my service can provide clarity, peace of mind and confidence. My career began in 2005.
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 & retirement planning
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Pensions review
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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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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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Buildings and contents
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Commercial motor
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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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Payment protection insurance
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Small business
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Travel
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Estate planning
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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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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Chris Miles
Independent Financial Adviser

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.

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

What our clients say
Chris was very precise, methodical and open, and willing and able to answer any questions that I had. He is very knowledgeable, calm and professional.
Andrew Brill, Hampshire
Chris Miles listened to my concerns and was able to sort the "wheat from the chaff" in our conversations. He not only understood my needs but brought a clarity and simplicity to, what appeared to me, to be a complex pension position. His clear, calm manner and concise explanations have filled me with a sure confidence in our financial planning and I look forward to a long and successful financial relationship with Chris that will benefit not just me but my children as well.
Debra Clayton, Hampshire
He listened carefully to our position, suggested a way forward and followed through with detailed proposals for the best investment route.
Colin Richards, Hampshire
Chris Miles from Continuum has been very efficient and sensitive in assisting with the transition from my old adviser. He spent a long time meeting with me to discuss my needs and his professional approach and knowledge is outstanding and he has provided me with the faith and assurance I required with regards to the care of my finances. He is now looking after my pension, life assurance, power of attorney and inheritance planning and I sincerely look forward to the ongoing relationship we will have.
Carol Murphy, Hampshire
Chris explained to me in a clear and honest manner what options he felt were most appropriate given my situation. He gave me reassurance and clarity over the processes and made me feel very comfortable. Chris takes time to build a professional relationship in order to truly understand the needs of the client.
Tia Thorp, Bournemouth
About us

I provide a modern financial planning service that places you centre stage in the process, with independent advice.

I have come to believe that many of the problems we face today can be understanding things such as;

- 'How much money do I need?'
- 'How long will my money last?'
- 'What do I do with my pensions?'
- 'When could I afford to step off the gas and enjoy life more?'
- 'What risk do I invest in and are my funds performing well?'
- 'How can I save tax on my money/ estate?'
- 'How can I provide for my loved ones if I had been seriously unwell, or worse, had died early?'

This list is not exhaustive.

I aim to work with you to get clarity and peace of mind for exactly what you can do, and the best way to do it. I am passionate and inspired to help people understand what is the best financial plan for them personally.

Our services

I create stress-tested financial plans that provide clarity and simplicity. I do this through;

1. Building a professional relationship with you.
2. Researching and analysing your options.
3. Constructing solutions aiming for the outcome you want.

I can work with you on an ongoing basis to provide reviews, with the aim of attaining your goals.

I've helped many people like you with complex financial planning needs since 2005. I'm not limited with who I can help. I do work with lots of different people from many walks of life, as my service can benefit all.

I work with lots of different people and so believe my service can benefit many.

I believe that doing nothing is not an option for you - financial problems don't generally just disappear.

If anything I have said resonates with you, I may be the adviser who can help - so don't delay, get in touch.

Where to find us
Head office address: Bourne Space, Bourne Villa, Exeter Park Road, Bournemouth, Dorset, BH2 5AY
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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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 is a trading name of Continuum (Financial Services) LLP. Our head office address is: Falcon House, Eagle Road, Langage, Plymouth, PL7 5JY. Registered in England and Wales. OC393363. Continuum (Financial Services) LLP is a Limited Liability Partnership.
We are a business that is authorised and regulated by the Financial Conduct Authority (FCA). For your reference our FCA registration number is 802331.
The value of investments can fall as well as rise and you may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 19th October 2020

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