Local independent financial advice firm recognised nationally

By Linden Jones in Business

LESS than six months after expanding their local office in Wadebridge, Independent Financial Advice firm Continuum Financial Services LLP, have received outstanding client feedback and been recognised for a national award.

Continuum provides a lifetime of Financial Planning, looking after clients in their first job through to Estate Planning. Their Personal Finance Portal gives their customers 24/7 access to all their financial world at their fingertips while Continuum’s Award Winning Client Education Programme gives bite-size, articles to raise awareness and knowledge of financial issues.

With their offering Continuum place clients at the centre of everything they do and are committed to helping clients understand and achieve their financial goals.

Results from their latest annual client satisfaction survey highlight the exceptional service Continuum provide. The survey, based on a scale of zero to ten with ten being highest, shows almost 9 out of 10 clients would recommend them. Overall, 88% of respondents said they would recommend their Continuum adviser.

Having lived in Wadebridge his whole life, Darren Rowe, the Continuum Partner who runs the Wadebridge office with fellow Partner, Viv Swift, said “Any business would be proud to be told ‘we value the service you deliver.’ We know from our clients’ feedback that they appreciate us managing their money for the future as financial and tax planning is complex. We designed our business from day one to help our clients achieve what they want financially in the easiest way possible. “

Martin Brown, Continuum’s Managing Partner said “Core to our service is the relationship between our Partners, Darren and Viv, and our clients. We believe that by building a partnership between Continuum, our Partners and our clients, everyone benefits so that we work with our clients in a way no other UK financial services firm does.”

If glowing client feedback wasn’t enough, Continuum have recently received further industry recognition at the Professional Adviser Awards held in London last week. Continuum were winners of the Best Client Engagement Award 2017 for the work done within their education programme.  

Viv Swift commented “We enjoy working with our clients to achieve their goals, and to receive industry recognition for our customer engagement shows that we are involving our customers. We would like to also thank all our customers for their support in our rebranded offices. .”

 

Darren and Viv have over 35 years experience in giving financial advice. They work across the whole spectrum of financial advice from funding the purchase of your home, saving for your retirement or protecting what matters most to you in life.

 

Continuum (Financial Services) LLP is an appointed representative of CAERUS Financial Ltd, which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fsa.gov.uk/register) under reference 497604.

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