How we can help

At Continuum our financial experts can help you with your financial goals, whatever stage of life you have reached.

Bespoke financial planning.

Financial planning needs to match your circumstances and your age – because as the years go by our priorities and financial goals change dramatically.
Children and teens
Of course, most children do not have an income to invest, but they may have generous parents and grandparents to invest on their behalf. This can provide a sound financial foundation for life.
Junior ISAJunior ISA
Children’s PensionChildren’s Pension
Planning your children’s futurePlanning your children’s future
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Twenties
In your twenties, you will probably be getting used to the idea of having money to spend as you start your working life. However you may want to start thinking about planning for the future.
Cash or Stocks and Shares ISACash or Stocks and Shares ISA
First Time BuyerFirst Time Buyer
Company Pension SchemeCompany Pension Scheme
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Thirties
With a mortgage and potentially a family to think about, spare cash could be in short supply. But accumulating wealth and investing as well as protecting yourself and your family should be a priority.
Building your savingsBuilding your savings
Life insuranceLife insurance
MortgageMortgage
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Forties
Your forties are when you are likely to hit your peak earning potential. Your expenses may be starting to reduce, and you may find that you are in line for inheritance windfalls.
Build your pension pot for the futureBuild your pension pot for the future
Regular savings and investmentRegular savings and investment
Mortgage and protectionMortgage and protection
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Fifties
With the mortgage potentially paid off, and children having left the nest, your fifties may be a time of changing priorities and the need to reevaluate all your plans.
Start thinking about Inheritance Tax planningStart thinking about Inheritance Tax planning
Think about your retirementThink about your retirement
Review your investment strategyReview your investment strategy
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Sixties and beyond
With retirement in sight and careful planning of your finances, you should be ready to concentrate on enjoying that life of retirement you dreamed of.
Make full use of your ISA AllowanceMake full use of your ISA Allowance
Review your retirement incomeReview your retirement income
Intergenerational planningIntergenerational planning
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Learn more about Continuum’s Case Studies.

We believe in the personal approach. We prefer to create a solution tailored to your real goals and objectives.

The advice we get is always good quality, reflects our attitude to risk, is always good value, always professional and always responsive.
Martin Fraser
My adviser has given me good financial advice and, at times, gone above and beyond what could be expected to assist me
Andree Pitchard
I have been a client for a number of years and I am very satisfied with the service support and the results achieved.
Lawrence Christensen
Proactive, great attention to detail. Exceeded my expectations, so happy to recommend anytime!
Tracey McCarthy
I have always received a very professional service, but with a distinctly personal touch; my needs have always been considered. Everything has been well explained and I have felt confidence in the advice I have been given.
Christine Bond
Always able to answer any queries I may have and has the knowledge behind his answers.
Terry Walker

While investing your capital is at risk. Your home may be repossessed if you do not keep up repayments on your mortgage. A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.