Independent Financial Advisers expect to be asked questions on a very wide variety of topics. But one that comes up regularly is “What value do you add? There’s plenty of free information and advice available on the internet.”
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All posts tagged: independent financial adviser
Expert advice in uncertain times
In these uncertain times, the value of keeping in touch with your Financial Adviser has never been more important. We are here to support both our business and personal clients along with their family and friends, and to those people who simply find themselves in need of appropriate financial guidance.
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Putting your plan to work
The world has changed in 2020. As a result of coronavirus all of us are more aware that we can’t take things like health for granted. As we emerge from lockdown, many of us are being forced to take a fresh look at our financial plans.
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Things to do while you are locked down
Clearly lockdown has had an impact across society, but are we using our time most effectively? We take a closer look at those tasks which may need to move up to the top of your ‘to do’ list during this period, and how we can assist you remotely, by giving you the advice and support you need.
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Virtual meetings – but personal service
Social distancing measures have made it impossible to sit down for a face to face meeting with your Adviser. With the financial fallout from the current climate still developing, the need for continued engagement has never been greater. At Continuum, we have been able to develop the solution which allows you to stay connected to your Adviser, from the comfort of your own home.
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