At Delphini, we believe that strong financial decisions come from clarity and care. That’s why we’ve partnered with Continuum, a national firm of Independent Financial Advisers offering advice and support across wealth management, mortgages, protection, and ethical investing.
With over £2.3 billion in assets under influence and a clear commitment to responsible, personalised advice, Continuum is here to help you plan for the future, and on your terms.
Jason is a qualified Independent Financial Adviser with over 35 years of experience in Financial Services. Jason provides a holistic Wealth Planning Service across a broad range of areas, helping protect Business and Personal clients in the most tax efficient manner as possible. Jason can also audit existing investments and pension plans to help clients plan their investment and retirement goals in line with their objectives.
Every client is different, so Continuum takes the time to understand where you are now, and where you’d like to be, before building a plan that is appropriate for you.
Dreaming of growing your wealth? Continuum designs investment strategies around your ambitions, values and risk comfort so your money has the potential to truly work for you.
Want to put your money where your values lie? Continuum’s ESG-certified approach focuses on meaningful investment in people and the planet, not in industries that may not align with sustainable or ethical goals
From saving for a rainy day to paying for a dream holiday, Continuum helps you pick the most suitable savings tools, optimised for tax, timing and access.
Your retirement should feel like the next adventure. Continuum helps to ensure your pension strategy reflects the life you deserve.
Buying or remortgaging? There’s a sea of mortgage options. Continuum’s experts and smart tools are there to guide you helping you find a mortgage that fits your needs and supports your family’s future.
Life throws curve balls. Continuum supports you with cover for income loss, critical illness and more, so your loved ones stay supported, come what may.
Running a business? Continuum helps look after the people who matter, protecting partners, employees, and even shareholder value.
Protect what you’ve built. Continuum’s team helps minimise Inheritance Tax, set up trusts, and design an estate plan that honours your legacy.
For further information about Continuum’s wealth management services, please visit https://mycontinuum.co.uk/ or email info@mycontinuum.co.uk.
Continuum (Financial Services) LLP; Registered address: Falcon House, Eagle Road, Plymouth, PL7 5JY. Registered in England and Wales. OC393363.
Continuum is a trading style Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership.