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Over the last few years, we’ve seen big changes in what clients want from their accountant – they want to talk to them about their whole financial future. We believe you could be providing Wealth Management services to your clients, and we’ve formed a partnership to help you do this.
We’ve joined forces with Continuum, a national independent financial advisory business, specialising in delivering tax efficient Wealth Management advice and solutions to accountancy clients.
Their team includes some of the most experienced people in the industry who use the latest, state-of-the-art technology to research the entire market for the best products to suit your clients’ needs.
Their aim is to help you and your clients to secure their financial future.
“Whether you have an existing Wealth Management service in place or not, we recommend that you talk to Darrell Stone at Continuum to find out more.” - Michael Roberts, CEO, 20:20 Innovation
Download Continuum's Accountancy Partnership brochure now and learn more about how they can help you serve your clients and enhance your value as an accountant.
Download
Contact Darrell Stone at Continuum:
Tel: 07584 351731
Email: darrell@mycontinuum.co.uk
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