Assets soar 20% in Q1 for Continuum

Plymouth (28/04/22) – Assets under influence rose a further 20% to £1.52bn for the quarter ending 31 March 2022 at national IFA firm Continuum, despite the quarter ending during a period of high market uncertainty.

Financial highlights for the quarter ending 31 March 2022 include:

  • A 35% rise in ongoing recurring income (year-on-year).
  • Record banked income in March of £1.17m, a 29% rise year-on-year.
  • A 18% rise in average adviser 12-month rolling productivity to £202,179.
  • Assets under influence rise 20% (year-on-year) to £1.52bn.

Continuum also experienced further significant growth in new client numbers and had three new advisers join the partnership.

The new Continuum website is proving to be a huge success with March seeing record increased website audience levels of over 47% year-on-year.

Direct enquiries for the first quarter also rose by 25% (year-on-year).

Martin Brown, managing partner at Continuum, said: “Given the backdrop of market uncertainty, there have been many challenges and time demands on our day-to-day business. Thanks to the continued commitment and excellence shown by all our advisers, once again, we have excelled.

“Having delivered a market leading performance in 2021, we have continued to deal impeccably with the increase to record levels in the need for advice through the early months of this year.

“There is strong evidence that our adviser support is the best in the market and enables talented advisers to achieve their full potential.

“Our award-winning adviser support and client marketing continues to attract new high-quality advisers. Our appetite to grow client and adviser numbers remains.

“We are changing our clients lives for the better and moving ever closer to our goal of being the first choice for quality financial advice across the UK.”

Editors Notes – About Continuum

Continuum is a modern brand of financial advice. It is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true financial planning.

We are dedicated to providing a modern financial planning experience – one that focuses on the client.

Assets under influence have increased to over £1.52bn

We believe that by creating a three-way partnership between Continuum, the adviser and the client, we also create an environment where each party can only succeed and grow if the other parties also succeed and grow.

Continuum is a trading name of Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership

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