History & Philosophy

Continuum Wealth was founded in Marlow in 2013 by a group of financial services professionals who had been working together for many years. We share a common belief in the importance of personal service married to technical expertise.

Our Statement of Principle is “We are committed to maintaining the highest possible standards of integrity and fairness in all dealings. As an independent business we have no links or bias to any other organisation so our focus is on our clients and their well being”. We make this commitment because we are determined to avoid situations in which our clients’ planning may be compromised by external factors such as commission, inducements or proprietary concerns.

We feel it’s important to keep things as simple as possible. Financial products and services in general are far too complicated. Complication is expensive, risky and often unnecessary. Our aim is to simplify, explain and guide our clients to suitable solutions.