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Offer your clients a complete financial-planning service

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.


If you’d like to talk to us about Wealth Management and Continuum…

Contact Darrell Stone at Continuum:
Tel: 07584 351731
Email: darrell@mycontinuum.co.uk

Continuum offers our clients a full range of wealth-management services, including pensions and retirement, protection, investments, mortgages and much more. Our IFA there is extremely proactive and keeps us fully informed at all stages in the advice process with our clients. We receive weekly financial reporting and commission.

They also provide us with marketing resources, including a monthly article to send to our clients to generate further interest. The service we receive from Continuum is excellent, and our clients have been delighted with this extra service we can now offer them. I would definitely recommend them to other accountants.

– Jonathan Ford, Writers Tax

We’ve worked with Continuum for a few years now and have been happy with the level of service they provide to us and our clients. We quite often work together in conjunction with complex inheritance tax planning as well as assisting our clients with more straight forward tasks like pensions, mortgages and protection.

We receive regular updates on the position of our leads and receive commission on a weekly basis. It really helps that they also provide us with marketing resources to send with our monthly newsletters and have setup a separate wealth management page on our website.

I have no problem recommending them to our clients.

– Jason Sykes, Courts Accountants

Click any of the options below to find out more on the Continuum website.

Bespoke financial planning

Our experienced Independent Financial Advisers will engage with you and your family, to fully understand your aspirations and life goals.

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What Our Clients Say

Read how we have helped our clients achieve the financial future they want.

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Award-Winning Financial Advice

We are proud to have been recognised with a series of major industry awards over the past few years.

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Workplace Solutions for Accountants

We can help you with your financial goals, whatever stage of life you have reached.

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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.

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Education Centre

Stay updated with the latest trends and digital news by reading our articles written by specialists in their industry.

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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.

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Financial Planning

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.

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Our financial planning guides give you more information on the many ways we can help you achieve your goals.

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