National IFA Continuum has expanded its team in Wiltshire with the hiring of Chartered Financial Planner Stephen Hall.
Mr Hall joins Continuum after 13 years at Positive Solutions and has been working in the advice sector for 23 years.
Last year fund manager and wealth manager M&G acquired 49.9% of Continuum for an undisclosed sum. M&G plc is expected to acquire the remainder over the next two years.
Mr Hall specialises in retirement planning, post-retirement income options, savings and investment planning. He also advises on inheritance tax mitigation, estate planning, tax planning and business protection.
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Martin Brown, managing partner at Continuum, said: “Stephen’s lifetime knowledge of the region is valuable of course, but it is his specialist expertise that is becoming ever more important. More and more people recognise how vital it is to make the right decisions for their senior years.
“Stephen will be helping us to help more people make the right decisions for retirement and beyond.”
Continuum is headquartered in Plymouth and was established in 2014 by founding partner Martin Brown.
An in-house discretionary model portfolio service, My Continuum Wealth, was launched in July 2021 to offer a MPS (Model Portfolio Service) to Continuum advisers. Continuum now holds assets under influence of over £1.7 billion.
• West Lancashire-based IFA Acumen Financial Partnership has recruited two new Financial Planning co-ordinators. The hirings at the Burscough firm follow a strong year which has seen it take on 200 new clients and manage more than £400m of investments. Emma Chegwin joins as an administrator with more than 15 years’ experience in financial services while Rebekah Winstanley joins as a trainee with the firm supporting her to obtain further industry qualifications.
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