Continuum Financial Services LLP

Independent Financial Adviser  Falcon House, Plymouth, Devon, PL7 5JY
First meeting at adviser's own cost
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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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Regular savings
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Savings for children
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School fees planning
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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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Employee benefits
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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
9.3/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Stuart Reilly DipCII
About us

Professional Adviser Awards 2017 Best Client Engagement Award Winner.

I am 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.

Where to find us
Head office address: Falcon House, 3 Eagle Road, Plymouth, Devon, PL7 5JY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 19th October 2020

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