Another professional joins the Continuum team

Welcoming Paul Stocks, Financial Planner, Doncaster and the Midlands

“I’ve been an IFA for more than 16 years – and some clients have been with me almost the entire time. So now I’m very pleased to be joining Continuum, because it will mean that I can do even more both for them, and for new clients too.”

Experienced Financial Planner Paul Stocks is the latest professional to join award-winning national advisory firm, Continuum.

He will be based in his native Scunthorpe and using his skills across Yorkshire and the Humber.

The move will see father of two Paul building on his work as a financial adviser, and on financial services experience that stretches back even further – and will cover two clear sectors.

The first is financial advice for personal clients. This will include the full range of services, from general financial planning, savings and investments, to retirement planning and pensions, care fees planning and life cover protection.

It can also involve lifetime cash flow modelling, helping clients plan how they will build and use their wealth for the long term.
The second is corporate financial advice. This includes such challenging and specialist areas as corporate investments, company pension schemes including Auto Enrolment, Keyperson business protection and business succession planning.

He is confident that the two sides to his financial services expertise will be even more valuable with the extra support and facilities of the award-winning Continuum team. He is also looking forward to helping an even wider range of clients – but his focus will remain personal.

“One of the things I greatly enjoy about the work I do is that it brings me into contact with a large number of clients, and each and every one of them has a different story to tell, different views,  and their own very personal objectives and worries.

Getting to know clients as individuals, and then working to find the answer that they need is what makes my role as an IFA so very rewarding.”

It is an approach that marked Paul out as a natural fit for the Continuum team.

“The needs of clients always come first with Continuum – and it is central to my own preferred way of working.  I like to sit down with each client and take my time to really understand my client’s firmly held values and the objectives that they have set for themselves – whether they are an individual with a family to think about, or someone with a business to build and protect.

It is only once I know these goals that I can start working to draw up their own financial roadmap – the strategy that they need and the route they need to take to get them to where they need to be.“

Paul is keen to work within the support that Continuum provides. “Witnessing how the regulatory burden has become ever greater, I wanted to refocus on what I enjoy most – working with clients to help them meet their objectives. It meant it was time for a change not in what I did – but in how I did it.

I wanted to work with a firm which does the heavy lifting – leaving me to spend time on working directly with clients whilst retaining my independence. It had to be Continuum.”

Martin Brown, Continuum’s Managing Partner welcomed Paul into the Continuum network. “The broader the base of skills we can call on, the more we can do for our clients. Paul has been able to develop two areas of specialisation, which means that he can help more people and provide even better solutions.

We believe in providing answers that put our clients’ first – and so does Paul.”

Paul sums up. “Independence is key to successful Financial Advice. Being able to search the entire market to select the very best solutions available means that I can do more for my clients – that is why I joined the Continuum team, and why I believe it is very good news for my clients, old as well as new.

If you live or work in the Yorkshire area, and if you are ready to find answers for your pension, tax planning, inheritance tax and estate planning questions, please contact me for a free initial consultation. Call 07947 124 195 or email [email protected]

 

The value of your pensions and investments can fall as well as rise and you may get back less than you invested. Estate planning is not regulated by the FCA. Your home may be repossessed if you do not keep up repayments on your mortgage.

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