Award-winning financial advisory firm Continuum has welcomed a new independent financial adviser in Staffordshire to its UK-wide team.
The new team member is James Herbert, a distinguished Chartered Fellow of the CII, who will be based in Stoke-on-Trent and serving clients across the wider region. Getting to know local people and the type of financial concerns they share has been the basis of James’s highly successful career, which is built entirely on getting to know clients personally.
“I am originally from North Wales but have lived around Uttoxeter in Staffordshire for many years. Getting to know local people, and the type of concerns they share has been the basis of my career – but success can only come from getting to know clients personally. I like to take the time to get to know people, to understanding their individual hopes and needs before I start to develop financial solutions and long-term strategies that will help them reach their goals.“
Why choose an independent financial adviser in Staffordshire?
James is happy to offer the full range of financial solutions. “If a client has a particular need for support I’ll be very pleased to help them with a focus on investments, pensions and protection.”
This focus – on preparing for a future that includes retirement – has become all the more important in the light of the recent budget.
“People need to make the most of the potential of a pension, and they need to invest to build wealth. They need to think about their own futures, and those of their loved ones, which includes finding ways to preserve wealth, and ensure that the taxman will not be taking too much in inheritance tax. The budget has meant that many people will need to take a fresh look at their investment and retirement plans, and as an independent financial adviser, I am in the best position to provide the help they need.”
Strategic wealth planning and post-budget retirement strategies
James has built a wealth of experience in planning investments, retirement and inheritance strategies. Now he is looking forward to building on his record, helping both old and new clients find better answers. He sees the move to Continuum as key.
“I want to ensure a long-term future in financial advice because I believe it’s essential to work with clients for the long term. That’s why I have partnered with Continuum. It means combining the advantages of being a financial advisor who is truly independent with the support of a highly successful organisation.”
This strategic partnership allows regional clients to enjoy dedicated, face-to-face local care while benefiting from the robust infrastructure and compliance backing of a premier nationwide financial services firm.
James points to the resources Continuum offers.
“Administrative and compliance teams take care of some of the routine details, giving me more time to spend with clients. In addition, facilities like the Online portal, Perks@Work, the weekly updates and news items help build clients knowledge and understanding of what I can do for them.”
But the real Continuum advantage is independence.
“With Continuum there is no pressure on me to push the products of a particular supplier. Instead, I can give honest advice and access the very latest products from across the industry. I can always develop the most appropriate solution for clients – and I can search the entire financial market to find the products which deliver it.”
Welcoming James Herbert to our nationwide advisory network
Continuum’s Managing Partner Martin Brown is keen to welcome James.
“James has specialist expertise that is becoming ever more important. More and more people now understand the need to make the right decisions for their senior years. Working with us, James will be looking to help more people make the right decisions for retirement and beyond.”
Martin Brown
Book a free initial consultation with James
James is based in Stoke-on-Trent, but if you live or work anywhere in or around the county and have financial questions, he can help you find better answers—especially regarding investments, retirement, or inheritance tax planning.
If you are ready to secure your financial future with a top-tier independent financial adviser in Staffordshire who is fully backed by an award-winning national infrastructure, please contact James today to arrange your free initial consultation.
Expert wealth management: Independent financial adviser in Staffordshire
- Elite professional qualifications: As a Chartered Fellow of the CII, James Herbert operates at the absolute pinnacle of professional financial advice standards.
- Nationwide scale, local touch: As part of Continuum’s rapidly growing UK-wide network of independent advisers, James combines regional expertise with the market leverage of a leading national firm.
- Uncompromised independence: True “whole-of-market” freedom ensures James can select the most appropriate products from across the entire industry without corporate restriction.
- Post-budget specialisms: Delivering tailored, up-to-date guidance on pension wealth preservation, tax mitigation, and complex inheritance tax strategies.
The information contained in this article is based on the opinion of Continuum and does not constitute financial advice. You should seek independent financial advice before embarking on any course of action.
The value of an investment can go down as well as up and you may get back less than you invested. When investing Capital is at risk.
A pension is a long-term investment; the fund value can go down as well as up and this can impact the level of pension benefits available. Pension Income could also be affected by interest rates at the time benefits are taken. Pension savings are at risk of being eroded by inflation. The Financial Conduct Authority does not regulate taxation advice.
