Continuum Financial Services LLP
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.
I'm a partner in Continuum and we are an award-wining national firm of Independent Financial Advisers - one of the UK's most trusted top 100 financial planning firms.
I've been helping people create financial plans since 2005, so I'm a bit of a guru at these things by now! I like to work with business owners, professionals and retirees. I have clients that have entrusted me to look after their plans for over 10 years and I advise their friends and other generations of their families.
Money can be dull, but people aren't and are more important!
What makes me different in this market is that I care, deliver, and believe in trying to make things better for you. I follow a life-centred financial planning process, meaning that we should be more interested in the life You aspire to. Providing financial products and transacting business should only take place if necessary - I don't believe that these things best serve people if approached as the primary focus in the process, which may leave you and your life as secondary considerations.
I'm passionate about helping people in a way that will offer value and genuine consideration of individual feelings and goals.
I provide a Discovery Meeting at our offices in Bournemouth or over Zoom and the cost of this time is on us. After that, we'll need to agree on a fee if we are going to work with you on your financial plan, which may be a fixed fee or percentage of assets.
We'll collect information from you following the Discovery Meeting to ensure we fully understand your circumstances and existing finances. With my team, we will analyse and research your options and there is likely to be a need for further discussions together prior to finalising my recommendations for you.
When ready, my advice will be confirmed within a financial planning report so you'll understand what my recommendations entail and how these align to your life goals.
We can help you to implement my recommendations and can provide an ongoing service afterwards.
Most recently I've been helping business owners set up life insurance in their company, consolidation of pensions and inheritance tax mitigation schemes.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Online (Live chat, video, email)
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Face to face
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.
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