A COMPLETE FINANCIAL PLANNING EXPERIENCE FOR YOUR CLIENTS.
Continuum are a modern National Independent Financial Advisory business, who focus on Wealth Management & Mortgages to satisfy your client’s corporate and personal aims, hopes and ambitions.
If you are thinking of starting in wealth management, are unhappy with your existing relationship or want some help in growing your business talk to us. 2020 are totally convinced accountants should be providing Wealth Management Services to their clients and are committed to helping them do this.
Over the last few years we’ve seen tremendous changes to what clients want from their trusted adviser. Clients want to talk about their future more than ever. 2020 have partnered with Continuum who will be able to provide you with solutions for you and your clients.
”Continuum have offered our clients a full range of Wealth Management services for over 3 years, including pensions and retirement, protection, investments, mortgages and much more. They are extremely proactive and our IFA Stuart, keeps us fully informed at all stages in the advice process with clients. We receive regular financial reporting and commission on a weekly basis.
They also provide us with all the marketing resources including a monthly article to send on to our clients to generate further interest. The service we receive from Continuum is excellent and our clients have been delighted with the added value service that we offer them. I would definitely recommend them to other accountants.”’
”It was essential that our clients receive clear investment advice and guidance with a professional approach. That is why we have been partnering with Continuum since 2018 and Liam, our IFA, has been excellent. We speak to clients regularly about their wealth strategy and bring Liam into the conversation and meetings to offer an all-round proactive service. We receive regular training from Continuum on the latest products and up to date reporting. Our clients love the service, plus it’s an additional income stream for the practice.”
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Continuum has been created by some of the most experienced people in the industry to deliver a modern financial planning experience. Continuum is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true financial planning.
Their advisers have access to the latest technology to research the market to find the best products to suit your needs. Using technology means their advisers can spend more time working on the needs of clients.
Find out more about the Continuum offering
Contact 2020 Innovation
Tel: 0121 314 2020
Email: info@the2020group.com