What to look for in an IFA


2019 has been a year rocked by money worries, from investment scandals, like the downfall of fund manager Neil Woodford to concerns about the economy, thanks to Brexit uncertainties and the global fallout from President Trump’s trade wars.

At Continuum, we believe in Lifetime Financial Planning, creating a bespoke wealth management service to meet your financial goals and objectives.

Why do you need a financial adviser?

The financial world is complicated. From starting work and wanting our money to go further, we then want help to make it stretch to a first home. Then we want help to protect the loved ones who will join us in it.  Then we want help to ensure we can build wealth, enjoy security and retire in comfort.

There are plenty of financial providers who can offer us the things we want, but we know they can’t all be as rewarding as they appear to be.

So that answer has to be yes, you do need a financial adviser – one who can guide you away from the sharks and the bad value products, and who has the expertise to help your money go further, and to help you reach your financial goals.

The Continuum approach in action

At Continuum, we believe in the personal approach. We prefer to create a solution tailored to your real goals and objectives. We know that our clients are all individuals, and all have their own particular circumstances, priorities, goals and needs. We therefore believe that they must have individual advice. So our service begins with getting to know you and understanding your objectives.

We are independent – so the recommendations we make and the products we select are based solely on your needs and objectives.

We will set up an informal chat with one of our advisers, where you can discuss your goals and your attitudes to things like risks and investment.  Once we know what you are looking for, we can start to build a financial plan which will help you achieve it.

This approach means we can create a tailored financial solution that helps you reach your personal goals faster and save money while you do so.

So, in the short term, your plan could help you pay less for things like your life insurance and mortgage.  We have the expertise to find the most cost-effective providers for your homebuying and protection needs.

But our personal approach is designed to provide the solution for the long term, too.  We can use the same independent tactics to find the investments that grow your money faster, or let you invest more securely.

Long or short term, we aim at ensuring the plans we make with you have flexibility built in – and that we can work with you over the years to ensure that they stay the perfect fit for your needs.

If you are not already working with a Continuum IFA, it may be time that you started – and discovered how we can provide what you are looking for in a financial adviser and just what our  commitment to our clients and long term service can mean for you.

Why not call us today?

The information contained in this article is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action.

The value of investments can fall as well as rise and you may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

 

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Our services at Continuum are delivered by some of the most qualified advisers in the UK, to create the ultimate client experience.

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