Tuesday, July 16, 2024
HomeFinancial PlanningNorth London Chartered Monetary Planner joins Continuum

North London Chartered Monetary Planner joins Continuum

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Retirement planning specialist Chris Haigh has joined nationwide monetary recommendation agency Continuum as a Chartered Monetary Planner.

Mr Haigh has been advising shoppers working in the direction of retirement for greater than 25 years.

He might be primarily based in North London and has joined Continuum from DGS Chartered Monetary Planners in St Albans, the place he was a Chartered Monetary Planner for 11 years.

He achieved Chartered Monetary Planner standing in 2010 and primarily works with people and {couples} round 55 and older.

He additionally works with shoppers beginning to have a look at choices for property planning, IHT mitigation and tax planning.

Mr Haigh stated he selected to hitch the Continuum partnership on account of it providing the advantage of independence whereas additionally receiving help to maintain his enterprise.

He stated: “Continuum are knowledgeable and well-structured firm, clear of their strategy, and most significantly, impartial.

“As a monetary skilled I can see that they put the shopper on the centre of every part they do. Their core values are aligned with my very own, and this transition will enable me to proceed delivering excellent service to my shoppers.”

Martin Brown, managing companion at Continuum, stated that Chris’ specialist retirement planning data will assist the partnership to proceed to attain higher outcomes for shoppers.

He stated: “We’re decided to supply the easiest in monetary recommendation for individuals in any respect phases of life – and for many individuals an important stage of all is their retirement.

“Together with his specialist data of retirement options Chris ensures that we are able to present an skilled service that can imply even higher outcomes for the individuals who come to us with questions on retirement.”

Mr Haigh is the second Chartered Monetary Planner to hitch the IFA partnership this month, following Chartered Monetary Planner Scott Newman who joined to strengthen Continuum’s presence within the Scottish Highlands.

Within the first quarter Continuum stated noticed a 14% rise (year-on-year) in adviser numbers, with the agency having 72 advisers throughout the UK as at 31 March.

Continuum, headquartered in Plymouth, was established in 2014 by founding companion Martin Brown as a Nationwide IFA model. It’s part-owned by M&G which took an preliminary 49.9% stake within the firm in August 2022 with an settlement to amass the rest of the enterprise over the next two years. 

Continuum now holds property underneath affect of greater than £2bn.




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