Continuum (Financial Services) LLP
Terri Hall BSc DipFA Cert CII (MP) is an experienced Independent Financial Adviser at Continuum (Financial Services) LLP since September 2018, focusing on a modern financial planning experience that fosters a partnership between Clients, Advisers, and Continuum. Previous roles include Financial Adviser at Wesleyan from January 2016 to August 2018, specializing in holistic advice on investments, pensions, mortgages, protection, and Inheritance Tax Planning, and Senior Paraplanner at St. James’s Place Wealth Management, where comprehensive client file preparation and regulatory compliance were key responsibilities. Prior experience includes positions at Lloyds Banking Group as a Financial Consultant and Banking Consultant. Educational qualifications include a Bachelor's degree in Economics and Finance from Queen's University Belfast and various financial advisory certifications.
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Continuum (Financial Services) LLP
We are a National Independent Financial Advice firm that offers a modern financial advice service. In 2020 we were awarded the ESG kitemark in recognition of our business approach to Environmental, Social Responsibility and Governance matters. We have over 12,000 clients and hold assets under influence in excess of £1.5 billion.