Awards Archive - Continuum

Professional Adviser Awards

6th February 2020

Professional Adviser Awards 2020
Adviser Firm of the Year – South West and Wales – Award Winner

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Bankhall Awards 2020

28th January 2020

Bankhall Awards 2020
Best Wealth Management Adviser – Award Winner

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Professional Adviser Awards

16th December 2019

Professional Adviser Awards
Best Adviser Website Finalist 2020

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Professional Adviser Awards

Professional Adviser Awards
Adviser Firm of the Year – South West Finalist 2020

AWARDS WEBSITE

Highly Commended – Professional Adviser – New Talent Awards 2019

27th September 2019

Marco Barcellona
Marketer of the Year 2019

AWARDS WEBSITE

INVESTING YOUR WEALTH

We have vast experience of building long-term wealth so you can be confident that your investment strategy is designed just for you and your needs.

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SAVING FOR THE FUTURE

It is important that we all take the time to evaluate and understand our savings goals, as by doing this, we can establish the best route to achieving them.

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PENSIONS & RETIREMENT

Making sure you achieve the type of retirement you have always wanted is not just dependent on how you have planned your finances, but also on when and how you choose to access them.

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PROTECTING YOUR FAMILY & LIFESTYLE

We will work with you to ensure you put the right protection in place so that even if the worst happens your family won’t have to worry about paying the bills.

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PLANNING YOUR ESTATE

We can help you protect the wealth you have worked hard to accumulate so it is there for your beneficiaries not the taxman.

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BUYING YOUR HOME

We can help you choose the mortgage that is right for your needs, make sure you have the right protection in place, and guide you through the whole process.

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PROTECTING YOUR BUSINESS & EMPLOYEES

We can help you navigate the increasingly complex and regulated world of employee benefits, at the same time building trust and loyalty among your employees.

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WORKPLACE SOLUTIONS FOR ACCOUNTANTS

Workplace Solutions offers you a choice of services, addressing five key areas of your business, and we tailor them just for you.

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WORKPLACE SOLUTIONS FOR EMPLOYERS

Workplace Solutions offers you a choice of services, addressing five key areas of your business, and we tailor them just for you.

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Awards

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Continuum Financial Services

Falcon House, Eagle Road

Plymouth

PL7 5JY

0345 643 0770

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