Plymouth (18/08/22) – Stephanie McClarence has joined national IFA firm Continuum as a Chartered Financial Planner based in Tyneside.
She will work with both personal and business clients and has built a specialty in working with small business owners to help with both their professional and personal financial needs.
Steph chose to join the Continuum partnership to be able to maintain her freedom as a whole of market adviser whilst gaining the support services that a larger firm can provide.
She said: “The more people I work with, and the more new solutions I find for them, the more I know I can do.
“This is why joining the Continuum partnership is ideal. As part of a team, I can call on support for the services I provide, but still have the freedom to ensure that the solutions I offer can be based on products that are the most suitable on the market.
“Continuum always believes in putting the client first – so do I.
“I enjoy meeting people and getting to know the issues that motivate and worry them. But it is the stage after that, putting what I have learned to work, that is the most rewarding. For me – and for Continuum – it means creating holistic financial plans that provide the solutions clients need to meet their goals.
“There are plenty of people with financial questions, and very real challenges right now. I want to be part of the solution, especially when it comes to closing the pensions gap between men and women.”
Martin Brown, Managing Partner at Continuum, said the addition of Stephanie to the Continuum team will allow the national IFA firm to strengthen its presence in the North-East.
He said: “We are delighted to have Stephanie join the Continuum team.
“Our commitment is always to clients and providing them with the very best solutions. Stephanie has demonstrated her professional and personal skills and her determination and ambition are the perfect fit for our own.
“We have seen a marked increase in the number of high-quality advisers approaching Continuum over the past year looking to join our Partnership to help them with both the financial and time constraints caused by the effects of increased regulation in recent years.
“Advisers are coming to us looking for someone to work with that will enable them to grow their business, with the same dedication to customer service and quality advice they have built their businesses upon.”
Assets under influence rose a further 17% year-on-year to £1.53bn for the half year ending 30 June 2022 at national IFA firm Continuum.
Continuum also saw a 31% rise in ongoing recurring income (year-on-year), a 37% rise in operating profit, and a 16% rise in average adviser 12-month rolling productivity to £206,259.
The national IFA firm expects record numbers of advisers to join the partnership in the second half of this year, in line with its strong growth plans.
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 £1.53bn
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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Katherine Mitchell 07917 855881 [email protected]
