Continuum Financial Services LLP

My financial planning service starts with getting a clear understanding of your lifestyle, taking time to discuss and assess your present and future needs. To do this I will;
• Set up an initial discussion with you
• Work in partnership with you to build a holistic plan that you will be happy and comfortable with
• Keep in contact with you on an ongoing basis to build a trusted, long-term, lifestyle financial plan

I take a highly personalised approach by investing time and attention in the work I do for clients. As such, I believe that I can be your trusted adviser that you will be happy to work with for a lifetime. My career spans over 14 years and so I have a great many loyal clients that benefit from my expertise. My advice is unbiased as an independent adviser. As such, I believe that I am able to offer you a true financial planning experience; enabling me to deliver a more trusted outcome for you in the longer term. I will charge a fee for my services and so it will be very transparent for you what all of the costs are and what they are for.

A tried and tested five-stage process ensures that I invest sufficient time in addressing your personal needs. This covers forming a professional relationship, analysis and research (with access to the whole market), a written report, implementation (with your agreement) and ongoing service - we will discuss how frequently you want us to review your plans.

With Continuum we want to create a brand of advice where the needs of our clients and advisers do not conflict.

As a client you also benefit from our award-winning client communication programme. We also have a client loyalty scheme available.

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