We have had the pleasure of meeting Andrew Wakely 10 years ago. We was completely clueless and perplexed by where to make our money work for us. We were also concerned who we could trust.
Andrew was great and helped us navigate this while putting our fears to rest. In the last 10 years and with 2020’s upheaval, Andrew has taken the time to reassure us. I can highly recommend Continuum especially Andrew and can assure you are in safe hands.
Definitely 5 stars for the great quality of your service, you constantly keep me informed on financial issues on a weekly basis via email and most of all your readily availability to discuss with me directly any of my financial matters which arise.
Thank you very much for on going support and also a thank you for Continuum great organisation.
I inhereited some money and wanted professional advise. Sandy introduced me to daunting world of investments and recommended the best way to start. She couldn’t have done it better.
Reaching the end of a 45 year career in Accounting & Finance with a number of multi national companies, I found that I had a number of pension pots which required combining to maximize a pension draw down scheme in my retirement.
Sandy after building a clear picture of my financial circumstances and understanding my financial requirements for my retirement, then assembled a plan how I should go forward.
I now have a plan for the future which is based on a long term view with flexibility, so far, three years retired, the results have been positive, and this takes into consideration the Covid 19 world that no one could have envisaged at the start of 2020.
I’ve started up a Limited Company and wanted a new private pension fund and to transfer a pension from my previous employer. Sandy advised on options and selected the best, most tax efficient strategy for me. Also advised on whether I was adequately insured and how to fill any gas that used to be provided by my previous employer.
The pension fund has beat the market considerably and performed well even during these testing times during COVID-19.
Sandy quickly understood my requirements, selected the right product for me based on my individual circumstances and quickly and painlessly took care of everything that needed to be done. She continues to stay in touch to make sure everything is still on track.