Continuum Financial Services LLP

Independent Financial Adviser  Reservoir House, Kingswear, Dartmouth, TQ6 0DF
First meeting at adviser's own cost
'I am proud to have been helping my clients for over 20 years, providing uncomplicated, clear and meaningful independent advice'.
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 & 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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Socially responsible investments
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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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Critical illness
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Income protection insurance
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Life insurance
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Estate 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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
About us

I pride myself on providing a personal financial planning experience; one that focuses on you, the client.

I will provide unbiased and independent financial advice as a fully qualified financial adviser dedicated to building a lifetime financial planning relationship. I am proud to have clients who stay with me for life.

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

We have an award winning Education Programme providing informative, educational and relevant news to help you manage your finances.

Our services

As an independent adviser, I have access to the latest technology to research the market and find the best solutions to suit your needs.

Using technology means I can spend more time working with those needs.

You will get online access so that you can view all of your financial affairs, securely, in one place 24/7. This includes the ability to message me securely and store confidential documents securely also.

This all comes as part of our client offering focused on exceptional delivery.

Where to find us
Head office address: Reservoir House, Kingswear, Dartmouth, TQ6 0DF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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