Continuum Financial Services LLP

Independent Financial Adviser  2 Bridge Farm Offices, Totnes, Devon, TQ9 7PP
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FCA authorised
Last authorised 14th June 2021
Friendly, local, experience Independent adviser; providing unbiased financial planning, in a clear and easy to understand way.
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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Commercial mortgages
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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
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Group risk
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Long term care
Meet our advisers
MR Nicholas Drew
Adviser
About us

Professional Adviser Award -Adviser Firm of the Year 2020

Very proud to say that at Continuum, we put our clients at the heart of everything we do. We are refreshingly modern, have a common passion, outlook and commitment to practice true financial planning.

As my client, you can expect unbiased and independent advice from myself, as a fully qualified financial adviser, who is dedicated to building a lifetime financial planning relationship with yourself. I will provide advice that is uncomplicated, clear and at all times meaningful.

We have a state-of-the-art 'cash management' tool to help improve the returns on your deposit savings, which is not widely available from other advisers.

We also provide our clients with their own 'Personal Finance Portal' - technology making finances accessible 24/7.

Our services

A tried and tested five stage process ensures that we address your personal needs. This goes from forming a professional relationship, analysis and research (with access to the whole market), recommendation in a written report, implementation (with your agreement) and regular ongoing service.

Being an independent financial adviser means being best placed to source the most suitable plans for your needs.

As a client you will also get the benefit of our award-winning client communication programme and 'Perks' loyalty scheme for discounts and cashbacks on day to day purchases.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

2 Bridge Farm Offices, Harberton, Totnes, Devon, TQ9 7PP

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