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Over the last few years, we’ve seen big changes in what clients want from their accountant – they want to talk to them about their whole financial future. We believe you could be providing Wealth Management services to your clients, and we’ve formed a partnership to help you do this.
We’ve joined forces with Continuum, a national independent financial advisory business, specialising in delivering tax efficient Wealth Management advice and solutions to accountancy clients.
Their team includes some of the most experienced people in the industry who use the latest, state-of-the-art technology to research the entire market for the best products to suit your clients’ needs.
Their aim is to help you and your clients to secure their financial future.
“Whether you have an existing Wealth Management service in place or not, we recommend that you talk to Darrell Stone at Continuum to find out more.” - Michael Roberts, CEO, 20:20 Innovation
Download Continuum's Accountancy Partnership brochure now and learn more about how they can help you serve your clients and enhance your value as an accountant.Download
Bespoke financial planning
Our experienced Independent Financial Advisers will engage with you and your family, to fully understand your aspirations and life goals.
What Our Clients Say
Read how we have helped our clients achieve the financial future they want.
Award-Winning Financial Advice
We are proud to have been recognised with a series of major industry awards over the past few years.
Workplace Solutions for Accountants
We can help you with your financial goals, whatever stage of life you have reached.
Investment Advice and Ethical Investing
We have been awarded with on ESG Kitemark, a symbol of trust and distinction, which allows people to identify organisations who believe in and od lo deliver a fairer, more sustainable future.
Stay updated with the latest trends and digital news by reading our articles written by specialists in their industry.
Continuum in the Community
At the heart of our business is o belief in the importance of long-term relationships between our advisers, their clients and the community.
We know that our clients are all individuals, and all have their own circumstances, priorities, goals and needs. So, our service begins with getting to know you and understanding your objectives.
Our financial planning guides give you more information on the many ways we can help you achieve your goals.