Wealth Management

    21st Century Wealth Management

    Continuum have teamed up with 2020 to provide an up-to-date Wealth Management offering. Join Gordon Gilchrist and Darrell Stone of Continuum on 26th September to see how 21st Century service can work in your practice. Our world is changing and we are in a disruptive market. It is now essential to have a wider offering for our clients that ensures they remain loyal to the practice. Wealth Management (WM) is one of the key service lines accountancy firms are examining....

    Date: 26th September 2017

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    Advisory Services: Making Wealth Management Work For You

    With ‘Making Tax Digital’ closing in upon us, and the opportunity to digitalise the compliance work, it is vital to offer enhanced Advisory Services to your clients. The Wealth Management market has fallen from over 250,000 advisers 20 years ago to just 25,000 now following the Retail Distribution Review. And half of the 25,000 are restricted advisers. As a result it is less easy to find a quality Independent Financial Adviser who understands your business. Once you have found that...

    Date: 26th November 2018

    11:00 am - 12:00 pm

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    Auto Enrolment – 10 Tips for Success

    In this 40 minute webinar, Darren Critten discusses the current Auto Enrolment market and addresses the common issues currently facing payroll bureaus, as record numbers of SME clients reach their staging dates this year. Darren will share 10 top tips designed to reduce your workload and save you valuable time, enabling your clients to be compliant with their auto enrolment duties. Darren will discuss how to manage Auto Enrolment and how to potentially turn this transactional requirement into a profitable...

    Date: 3rd May 2017

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    Making Wealth Management Digital

    Our world is changing and we are in a disruptive market. It is now essential to have a wider offering for our clients that ensures they remain loyal to the practice. Wealth Management (WM) is one of the key service lines you should be examining. It has a low cost of entry, it locks clients into your firm, secures their loyalty and as our clients trust us they are more receptive to discussing their future rather than just compliance. Our...

    Date: 5th July 2017

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    Making Wealth Management Work For You

    It is easy to agree a relationship with a Wealth Management firm, but there are some clear actions to make this relationship really work. In this webinar, we will cover the key steps in making sure that a Wealth Management relationship can work for you and your clients, to build Value in your business, and demonstrate true Value Add to your customers. Using their experience in the accountancy market and using real examples, Darrell Stone from Continuum will take you...

    Date: 23rd April 2018

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    Options for company profit extraction – wealth management and accountancy services dovetailing

    We are delighted that Continuum, our Wealth Management partner, have secured the services of Mark Devlin who is a Senior Technical Manager at Prudential Assurance. During this 1-hour webinar with Gordon Gilchrist, Mark will look at the options for company profit extraction.  As funds accumulate in the business account, there are several options to extract these funds, however taxation should dictate the best option for the Company Directors, under the direction of yourselves, as the accountants. Mark will consider these options...

    Date: 19th June 2018

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    Self Serve Wealth Management!

    Please join me, Ian Fletcher and Darrell Stone of Continuum to see how Self-Serve Wealth Management can work in your practice. Our world is changing and we are in a disruptive market. It is now essential to have a wider offering for our clients that ensures they remain loyal to the practice. Wealth Management (WM) is one of the key service lines accountancy firms are examining. This model has a low cost of entry, it locks clients into your firm,...

    Date: 1st November 2017

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