Specialist investments and pensions financial adviser Alex Gray has joined Continuum at its Wadebridge office in North Cornwall.
He joins from True Potential where he was a self-employed financial adviser. He holds a Diploma in Regulated Financial Planning and began his career in financial services in 2015.
Alex said joining Continuum was a natural next step in his career as the partnership stood out due to its reputation, values and commitment to independent financial advice.
He said: “I’ve worked in financial services for several years and have always enjoyed helping people make informed financial decisions. As my career developed, I wanted to be part of a business that genuinely puts clients first while giving advisers the support they need to deliver the highest standards of service.”
Continuum opened its new office on Wadebridge high street this summer, serving around 1,000 local clients at a time when many advisers are abandoning the high street.
Alex is one of two new advisers to join the Continuum team at the new office, bringing their own clients as well as taking over the clients of retiring independent financial adviser Darren Rowe.
Alex said: “I’m honoured to have the opportunity to look after Darren’s clients following his retirement. He built an outstanding reputation in Wadebridge over many years, and my priority is to provide clients with the confidence that they’ll continue to receive the same personal, high-quality service they’ve always enjoyed.”
Martin Brown, Managing Partner at Continuum, welcomed Alex to the partnership: “We are delighted to welcome Alex to Continuum. He shares our belief that great financial planning is built on trust, long-term relationships and genuinely understanding each client’s individual needs.
“His local knowledge, professional expertise and client-first approach make him a fantastic addition to our growing adviser community, and we’re excited to support him as he continues to build his business across North Cornwall.”
Alex Gray – Independent Financial Adviser at Continuum
Editors Notes – About Continuum
Continuum, headquartered in Plymouth, was established in 2014 by founding partner, Martin Brown, as a National IFA brand to offer a modern, new financial advice experience.
The business focuses on creating a three-way partnership between Continuum, the adviser and the client, in an environment where each party can only succeed and grow if the other parties also succeed and grow.
By educating customers through an award-winning financial education programme and offering our clients a loyalty programme, Continuum develops long-term relationships strongly endorsed though market leading Net Promoter Scores – most recent customer survey delivered a score of +90.
An in-house discretionary model portfolio service, My Continuum Wealth, was initiated in July 2021 to offer an exclusive MPS (Model Portfolio Service) to Continuum advisers.
Continuum now holds assets under influence in excess of £3.12 billion.
In December 2020 Continuum was awarded ESG kitemark (ESGmark) accreditation in recognition of its business approach of Environmental, Social Responsibility and Governance matters.
Continuum is a trading name of Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership
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Katherine Mitchell 07917 855881 [email protected]
