Continuum in Wales: Expert financial advice covering every stage of your life
Our advisers work with clients across Wales, from Cardiff and Swansea to Newport and beyond. Whether you are planning for retirement, looking to protect your family or navigating a significant financial decision, our independent team is here to provide straightforward, impartial advice with no hidden agenda.
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 Wales: common questions
Clients across Cardiff, Swansea, Newport and other areas in Wales often want practical advice on retirement, protection and long-term family planning.
Yes. We connect retirement income planning with estate and family planning so decisions support your wider goals.
We start with your priorities, explain where advice can add value, and outline possible next steps in clear language.