Wealth Management

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.

A COMPLETE FINANCIAL PLANNING EXPERIENCE FOR YOUR CLIENTS.

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.

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Workplace Solutions for Accountants

Addressing the five key areas of any businesses

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Education Centre

Offering a complete digital solution for your clients

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Making Wealth Management Digital

Offer clients Wealth Management directly from your own website

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Personal Finance Portal

A revolutionary app to view all finances in one place 24/7 on any mobile or web device.

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Perks at Work

Perks that can enhance your client’s personal and professional life

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Award Winning

To find out more about Continuum and how they can make a difference to you and your clients, please contact Darrell Stone.

Darrell Stone

Head of Partnership Development

E: darrell@mycontinuum.co.uk

M: 07584 351731

T: +44 (0) 345 643 0770

Download Continuums Workplace Solutions brochure

Continuum is a trading name of Continuum (Financial Services) LLP is an Appointed Representative of CAERUS Financial Limited. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Holdings owns 100% of the share capital of Intrinsic Financial Services Limited.

CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority. FCA number 497604.

CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, SN1 5AH.