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  11. Lisa Anderson at Continuum

Lisa Anderson at Continuum

Independent Financial Adviser  Long Street, Wells, BA5 3QH
First meeting at adviser's own cost
I am dedicated to achieving successful outcomes for my clients. My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
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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Equity release
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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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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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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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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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Group risk
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
About us

Continuum is a new brand of financial planning and advice. It is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true financial planning.
We place our clients at the centre of everything we do and we aim to provide exceptional service at all time.

Our services

Our services include:

Investing your wealth
Saving for the future
Pensions & Retirement
Lifetime Mortgages and Later Life Planning
Protecting your family & lifestyle
Planning your estate
Protecting your business & employees
Workplace Solutions for Accountants
Workplace Solutions for Employers

Where to find us
Head office address: Long Street, Croscombe, Wells, BA5 3QH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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
Compliance

Continuum (Financial Services) LLP; Registered address: As Above. Registered in England and Wales. OC393363. Continuum is a trading name of Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 20th June 2022

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