I have known Terri for many years and previously worked together in an advice based role. Her customer service and quality of advice has always been great and she is certainly someone I would recommend to family and friends looking for financial advice
I have used Terri on 2 occasions for a Mortgage & a re-mortgage and I could not be happier with the service provided. Terri is a vastly experienced advisor who took me through the process step by step ensuring that I got the best mortgage for me. Her hard work and dedication to the cause throughout the process was a huge help for me and she was always available on the phone or email anytime I had a question or query. I will definitely be using Terri again and I can not recommend her enough.... you will be in very capable hands!
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.
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
Head office address: The Rydes, Bodicote, OX16 4QR
It’s our mission to improve the lives of every single client we work with, helping them to realise the dream of financial freedom to secure the retirement lifestyle they desire… We would love to do the same for you.
Based in Reading
• Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII)
• Highly experienced - Working in Financial services & Wealth Management since 2006
• Independent - Advising on whole of market opportunities
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