Continuum in the South West: Expert financial advice covering every stage of your life
Continuum was founded in Plymouth and the South West is where it all started for us. Our team of independent advisers has been helping families and professionals across Devon, Cornwall, Dorset and Somerset take control of their finances for over two decades. Whatever your financial goals, we are here to help you achieve them.
Whether you are just starting to think about your financial future or already planning your retirement, our independent advisers cover the full range of financial planning services. There are no product targets to meet and no commissions to earn. Just honest, impartial advice built around you.
Pension and retirement planning
Whether you are building your pension pot, approaching retirement or already drawing an income, the decisions you make now shape your finances for decades. We help you make sense of your options and build a plan that works for your circumstances.
Inheritance tax and estate planning
More families are being drawn into the scope of inheritance tax than ever before, particularly with rising property values. We can help you understand your position, explore your options and put a plan in place to protect what you have built.
Investments and wealth management
From ISAs and general investment accounts to more complex portfolio planning, we help you invest in a way that matches your goals, your timeline and your attitude to risk. Our advice is independent, which means we search the whole market on your behalf.
Protection
Life insurance, critical illness cover and income protection exist to protect your family and your finances if the unexpected happens. We review the whole market to find the right cover at the right price for your situation.
Mortgages
Whether you are buying your first home, moving, remortgaging or releasing equity, our advisers can help you find the right solution across the whole market rather than being limited to a single lender’s products.
Business financial planning
From protecting your business and key people to planning your own exit strategy, we work with business owners to build financial plans that cover both their professional and personal goals.
Not sure where to start?
A free initial consultation costs nothing and commits you to nothing.
Download our free guide to financial security
Our 4 Steps to Financial Security guide walks you through the foundations of a solid financial plan in plain English. No registration required. Download it, share it and come back when you are ready to talk.
This guide is based on the opinion of Continuum and does not constitute financial advice. You should seek independent financial advice before taking any course of action.
Financial advice in the South West: common questions
Clients across Bristol, Bath, Exeter, Plymouth and the wider South West often need advice that balances retirement planning with family, property and business decisions.
Yes. We help bring pensions, savings, investments and protection together into one plan built around your goals.
Your first meeting is a chance to discuss your priorities and understand your options before deciding what support you need.