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Forward-thinking accountants want to offer more than traditional compliance services. They want to support their clients’ full financial futures. We are a leading UK independent financial advice firm, bringing you a professional Wealth Management service that enhances your client relationships and adds real value to your practice.
Enhance Your Client Offering
Clients increasingly expect holistic financial guidance, and by working with Continuum, you can confidently extend your services into Wealth Management. Continuum’s team of experienced, Independent FCA-authorised advisers uses up to date technology to assess the whole market and recommend solutions tailored to your clients’ goals from pensions and retirement planning to investments, protection, and mortgages.
Benefit from a seamless collaboration that:
Supports your long-term client retention and value proposition, helping you grow recurring revenue.
How It Works for Your Accountancy Practice
When you partner with Continuum through 20:20 Innovation:
Marketing & Communications Support
To help you launch and promote this enhanced service, Continuum provides:
These resources make it easy to showcase your enhanced services without adding to your admin burden.
Build Value for Your Clients & Your Practice
Working with Continuum via 20 20 Innovation helps your firm to:
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.
Education Centre
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 a belief in the importance of long-term relationships between our advisers, their clients and the community.
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.
Guides
Our financial planning guides give you more information on the many ways we can help you achieve your goals.
Moira Lewis, Continuum
Email: moira@mycontinuum.co.uk
Tel: 07831 273309