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 Chartered Financial Planner, 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.
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 valued 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.
Falcon House, 3 Eagle Road, Langage Business Park, Plymouth, EX31 3UD
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