Derby-based Chartered Financial Planner Jamie Lavery has joined national IFA Continuum to look after the Derbyshire area for the Financial Planning focused business.
Mr Lavery has more than 16 years of experience in wealth management.
He has worked closely with families, business owners and professionals to deliver holistic Financial Planning solutions.
He has an MA in International Business and Management as well as an Advanced Diploma in Financial Planning (APFS).
He said: “Long term planning is important for everyone’s finances. I’ve been working with many of my clients for 10 years or more. I’m looking forward to building many more long term relationships with the support of Continuum.”
He said he tries to build relationships with clients by getting to know each other. “This is important to build up trust and to let me properly understand the needs and circumstances of the people I work with.
“Everyone is different – everyone has their own life goals and ambitions. It is my job to help them find the best route to reach them.”
Mr Lavery is the first of several new advisers to join the partnership this year, which now boasts an advice team of 63.
Martin Brown, managing partner at Continuum, said: “Our commitment has always been to offer clients the most suitable solutions and the highest standards of advice.
“Jamie appreciates the importance of working in close partnership with clients to understand what’s really important, both personally and financially, in order to inform the planning process and forge long lasting working relationships.”
Continuum reported turnover growth of 12% in 2022 with assets under influence rising 7% year-on-year to £1.6bn.
The firm, set up in 2014, was acquired by fund manager and wealth manager M&G in August for an undisclosed amount.
M&G plc agreed to take an initial 49.9% stake in the Plymouth-based Financial Planning focused company with an agreement to acquire the remainder over the following two years. The deal is subject to regulatory approval.
