Wealth Management from Continuum

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Wealth Management from Continuum

Numeric Accounting are delighted to introduce our valued clients to Continuum, a modern, national financial services business, offering independent advice on a range of products and services highlighted below.

For further information, please contact info@mycontinuum.co.uk or call 0345 643 0770.

What is Wealth Management?

Wealth Management is all about aiming to sustain and grow long-term wealth. It describes the process of financial planning and includes specialist advice on specific financial services that have the potential* to achieve financial goals and meet aspirations.

This can include estate planning, legal advice, accounting and tax advice, investment advice, mortgage advice, pensions and planning for retirement, protecting your business and your family, and general saving advice for the future.

The role of a Continuum Adviser is to provide recommendations with the aim of achieving a clients’ financial goals, including strategies to create wealth by investing  appropriately. A Continuum Adviser will help you to understand your financial strengths and weaknesses, and offer advice on investing tax efficiently aligned to your risk profile.

*The value of pensions and investments can fall as well as rise and you may get back less than you invested. The Financial Conduct Authority does not regulate, Estate and Funeral Planning, or Tax and Trust Advice.

What are the benefits of Wealth Management?

Wealth Management helps clients to financially plan and develop a suitable investment strategy. The benefits of Wealth Management include:

  • Specialist advice – the financial market is complex; Continuum Advisers have the specialist knowledge needed to explain plans and schemes clearly and concisely in language that is easy to understand
  • Impartial advice –Continuum Advisers, are independent offering impartial and unbiased financial planning advice
  • Market knowledge –Continuum Advisers maintain their knowledge and relevant industry expertise through continuing professional development
  • Access to useful technology – Continuum Advisers have access to the latest technology to research the market to find the best products to suit you
  • Personalised wealth plan – after understanding your attitude to risk, knowledge and experience and your financial goals, a Continuum Adviser creates a wealth strategy designed specifically for you.

Investing your wealth

Everyone, regardless of how wealthy, should be able to invest their money how they want.

Saving for the future

Putting your money away regularly for the future is a good thing to do but what is the best way to save.

Pensions & retirement

The State cannot provide more than a basic level of retirement income so we all need to take personal responsibility for our retirement income.

Protecting your family & lifestyle

Imagine losing your income. Living without an income just for one month would probably cause you a problem.

Wealth Management from Continuum

Planning your estate

Estate planning is a specialist area but we can help you protect the wealth you have worked hard to accumulate so it is there for your beneficiaries not the taxman.

Protecting your business & employees

Protecting your business is just as important as protecting your family – businesses must protect against losing key people.

Workplace solutions for accountants

Accountants deal with many business owners, you need to consider not only their financial position but also that of their employees.

Buying your home

Using the expertise and state-of-the-art technology, your adviser can help you choose the mortgage that is right for your needs.

Who are Continuum?

Continuum are an award-winning Wealth Management company offering unbiased independent financial advice for lifetime financial planning. Created by some of the most experienced Financial Advisers in the business, the Continuum team share a common passion and commitment to offering clear, uncomplicated and meaningful advice to individuals and business owners who are keen to take control of their financial affairs and protect the wealth they have accumulated.

The Continuum Offering

Understanding the world of investments, savings and wealth management can be complicated. Whether you are planning for retirement, seeking financial protection for your family or your business, wondering about succession planning or inheritance tax or want to discuss your mortgage needs with an expert, our specialist Financial Advisers can help. The Continuum team are committed to offering the best financial planning and always deliver unbiased independent advice.

We can help you to navigate the complex world of financial planning, from investments and saving for the future to protecting your family, business and employees. We help our clients protect the wealth they have worked so hard to create. We have vast experience of building long-term wealth plans and enjoy long and trusting relationships with our clients.

Continuum (Financial Services) LLP; Registered address:  Falcon House, Eagle Road, Plymouth, PL7 5JY.  Registered in England and Wales. OC393363. 

Continuum is a trading style Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership.