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.
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.
He listened carefully to our position, suggested a way forward and followed through with detailed proposals for the best investment route.
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.
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.
I have been a financial adviser since 2005 having completed my education, been backpacking abroad and attained professional qualifications.
The main areas of financial planning in which I have the most experience are investments, pensions, retirement planning and inheritance tax planning.
I look after a broad range of clients and very much enjoy the human side of being an adviser in terms of meeting clients and forming a professional working relationship. I also work with a number of professional connections (accountants and a solicitor).
I believe there are a number of qualities to strive for to be a good adviser. These include having a mix of technical knowledge with a desire to grow this and a strong ability to listen and connect with what really matters to each individual. I also think it is important to build a strong bond of trust and so when a client joins us we aim to provide a lifetime financial planning experience.
Outside of work my hobbies include keeping fit, listening to my vinyl music and attempting to improve at golf. I also enjoy travel and love to get away to the Devon/ Cornwall coast for some great and often challenging coastal walks.
A tried and tested five-stage process ensures that we invest sufficient time in addressing your personal needs. This covers forming a professional relationship, analysis and research (with access to the whole market), recommendations in a written report, implementation (with your agreement) and ongoing service (we will discuss how frequently you want us to review your plans).
Being an IFA means I am best placed to source the most suitable plans for your needs; having truly whole-of-market access.
As a client you will also get the benefit of our award-winning client communication programme and 'Perks' loyalty scheme.
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