(13.10.26) – Assets under management and advice at national financial advice firm Continuum have risen 16% (year-on-year) to pass £3.19bn for the quarter ended 30 September.
Turnover rose by an equally impressive 18% in the third quarter to £15.56m for the year to date. Since 2020, Continuum’s turnover has risen by over 150%.
Average adviser productivity also continued to rise. The third quarter saw productivity rise 15% year-on-year to £267,661.
The growth in assets was driven by a combination of new business and existing client asset growth.
Jim Reeve, Interim Managing Partner at Continuum, said: “The past three months have seen several new top quality advisers who have joined the partnership across the country, with more set to join in the coming months. It is the quality of the advisers within our partnership which has seen our average adviser productivity continue to rise, now closing in on twice the average for advisers in the UK retail investment market.
“Our growth has, and will continue to be, purely organic and we expect to continue to sustain our current growth trajectory with more advisers set to join the partnership before the year end. We are certainly not sitting on a laurels and continue to invest in growing our paraplanning, centralized administration, personalised marketing, training and compliance propositions.
“Our business is built on an outstanding and supportive culture where advisers feel always engaged with the brand. Our advisers, staff and partners are all aligned to the same outcome, what the client needs. As a result the Continuum brand is now trusted by clients, and chosen by advisers.”
One of the drivers behind the strong growth in new business is Continuum’s marketing campaign successes which saw a 14% increase in total website audience and a 32% rise in social media followers.
Another driver of growth is Continuum’s development of strong long-term rclient-adviser elationships, making clients the firm’s strongest advocates. This is strongly endorsed by market leading Net Promoter Scores, with the most recent customer survey delivering a score of +90.
Editors Notes – About Continuum
Continuum, headquartered in Plymouth, was established in 2014 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 £3.19 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
