Continuum (Financial Services) LLP

Independent Financial Adviser  5 Heol-Y-Deri, Cwmbach, Rhondda cynon taf, CF44 0BP
First meeting at adviser's own cost
Friendly, local, experienced 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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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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 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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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Paul Jones
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

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 IFA means I am 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.

Where to find us

5 Heol-Y-Deri, Aberdare, CF44 0BP

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 15th January 2020

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