Wealth Management
Space Advisory is delighted to now introduce our valued clients to Continuum, a modern National Independent Advisory business, who offer a range of products and services highlighted below.
For further information, please contact richard@mycontinuum.co.uk or call 07508 520335
Wealth Management from Continuum
Investments
Solutions to meet wide ranging investment objectives and risk profiles. From school fees through to supplementing income and supporting your retirement.
Business Planning
Your business is likely to be the backbone of your financial plan. Protect your business and the profits you make against illness and death of you or any key person. Create a plan to extract your profits tax efficiently and prepare an effective exit strategy. Ensure you continue to meet your workplace pensions responsibilities and aim to retain your staff through appropriate benefits packages.
Financial Planning Throughout Life
Whatever your stage in life, your circumstances and goals have no doubt changed and will likely change again. Continuum offers every customer the chance to establish a partnership in lifetime financial planning to ensure your financial plans change with you.
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Review your pension provision and understand where you are in your retirement journey. Understand how much you are really going to need in your retirement and develop a funding plan to put you on track with your retirement goals.
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Are you ready to retire? Find out if you have enough to retire and maintain the lifestyle you have dreamed of. Fully analyse your retirement income options. Implement a retirement plan that gives you the security, control and flexibility you desire.
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The financial impact of serious illness or death is often underestimated. Your income is the key to providing for your family and maintaining your lifestyle. Protect what’s important to you by understanding how you and your family would be impacted by the loss of income due to serious/long-term illness and/or death.
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Whether you are buying your first home or you are a homeowner with an existing mortgage deal that is coming to an end, Richard will have access to a broad range of providers and mortgage options and will recommend the most suitable mortgage for your individual needs.
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Comprehensive estate planning services to minimise your estate’s Inheritance Tax Liability and make effective plans for Later Life Care fees should you ever need to pay them.
For further information, please contact richard@mycontinuum.co.uk or call 01179 663902
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.