โIโve been helping clients prepare for a brighter future for 23 years. Things look brighter still with Continuumโ.
Award-winning financial advisory firm Continuum has welcomed a new Financial Adviser to its team.
Continuum covers the UK โ but new adviser Stephen Hall will be based in his native Wiltshire.
Stephen has been providing clients with bespoke financial advice for the last 23 years, and believes his success is based on getting to know his clients and using that knowledge as the basis for giving highly individual advice that is entirely focused on clients' specific circumstances and needs.
A focus on long term solutions
Stephen has a particular focus on helping those in โ or heading for โ retirement make the financial arrangements they need. This means specialising in areas including retirement planning and post-retirement income options and Savings and Investment Planning. He is also active in IHT mitigation, estate planning, tax planning and business protection.
It is a challenging area, and Stephen has built up an impressive list of qualifications as a Chartered adviser.
Now he is looking forward to building on his established record as an IFA, by helping both old and new clients find better answers to their long term financial challenges. And he sees the move to Continuum as key.
โKeeping aware of the ever-changing developments within the financial services industry means I can offer the most suitable products combined with tailored advice to my clientsโ.
With many years industry experience, Stephen has worked both as an independent advisor, and with large organisations, including major banks. What prompted him to make the decision to join the Continuum team?
โI was keen to join Continuum for a number of reasons โ not least that it will help me to do more for my clients. It means combining the advantages of being a financial advisor who is truly independent with the support of a highly successful organisation.โ
Stephen was keen on working with Continuum as a nationwide business with plenty of resources. Administrative and compliance teams, for example could take care of some of the routine details, giving him more time to focus on building and maintaining relationships with clients.
โWith Continuum I can rely on facilities like the Online portal, Perks@Work, and the weekly education information โ all designed to help me do more for clients and support my relationship with them.โ
But valuable as these facilities are, they are secondary to the real Continuum advantage.
โMost important? The fact that Continuum is independent. Working with Continuum means that I am not restricted to the products of a particular supplier. Instead I can access the very latest products from across the industry. I can give honest advice and focus on the products and services that aim to meet the clients financial objectives. Thatโs obviously better for clients โ its also more professionally satisfying for me.
By researching the entire financial market I am able to recommend the most suitable solutions for clients.โ
Welcoming Stephen
Continuumโs Managing Partner Martin Brown is keen to welcome Stephen. โBeing able to provide the very best in financial advice for people in all walks of life and at all stages of life is essential for our vision for the future.
Stephen will help us do exactly that. His lifetime knowledge of the region is valuable of course, but it is his specialist expertise that is becoming ever more important. More and more people recognise how vital it is to make the right decisions for their senior years. Stephen will be helping us to help more people make the right decisions for retirement and beyond.โ
Stephen is based in Wiltshire, but has clients as far as London and the South West, so if you are interested in pensions or investments, and especially of you are close to retirement or have already retired please contact Stephen for a free initial consultation.
