Regulatory

The market for Retail Investment Products is highly competitive  –  as it should be  – and is often highly specialised, so products which may be very well designed for one purpose will not be suitable for everyone.

The market for Financial Advice is similarly competitive, with different firms offering different types of service to customers.  You should take time to understand exactly what type of advice a firm is offering so that you can compare them and make sure that you are happy with what’s being provided, and with the charges.

Continuum Wealth is classified as a Personal Investment Firm. We provide only mainstream financial planning services and do not engage in any activities that are considered High Risk. In particular, we never recommend Unregulated products.  Similarly, we have classified all our clients as Retail Clients, which affords them the highest possible standard of regulatory protection.