Continuum Wealth Ltd
Continuum Wealth provides wealth management, independent financial advice and mortgage sourcing services. We are based in a beautiful Georgian building on the High Street in Marlow, Buckinghamshire, and we have clients across the UK. We are a team of experienced financial services professionals who have been together for many years, all of whom are dedicated to the concept of personal, professional service and top-quality financial advice. We pride ourselves on the continuity of our service; many of our clients have been with us for years. We achieve that continuity by striving to maintain the standards of service which people have a right to expect in a competitive and challenging market. Our fully-qualified team of Advisers is available to receive your enquiries and to provide an initial consultation which is free of charge. If you would like to speak to one of them, please call 01628 947 347.
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Verified contacts
10
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10
11 to 50 range
Open roles
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no listings
Distinct roles
7
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- MD
Mira Dontcheva
Investment Director · Finance & Accounting
EmailPhone - TB
Taisha Betz
Independent Financial Advisor · Finance & Accounting
EmailPhone - CW
Craig Wilson
Paraplanner · Finance & Accounting
EmailPhone - DD
Daniel Dontchev
Junior Fund Analyst · Finance & Accounting
EmailPhone - DF
David Foot
Independent Financial Adviser · Finance & Accounting
EmailPhone - NB
Nigel Barlow
Paraplanner · Finance & Accounting
EmailPhone
Showing 6 of 10 verified contacts
Top roles at Continuum Wealth Ltd
7 distinct titles indexed · top 7 shown.
- 4paraplanner
- 1compliance
- 1financial planning and accounting administration
- 1independent financial adviser
- 1independent financial advisor
- 1investment director
- 1junior fund analyst
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