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Monday, November 11, 2024

Chartered Monetary Planner joins Continuum

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Nationwide adviser agency Continuum has recruited Chartered Monetary Planner Simon Hewitt to assist spur its progress plans.

Mr Hewitt has labored in most areas of Monetary Planning however specialises in property planning and tax planning.

He operates from Wimbledon in South West London in addition to in North Wales as a consequence of household connections within the space. Continuum says within the post-pandemic world, he can cope with purchasers throughout the UK utilizing a hybrid working mannequin.  

Earlier than changing into a Chartered Planner, he was a commodities dealer within the vitality trade. He mentioned his profession change was prompted by the Retail Distribution Overview opening up new alternatives within the career in 2012.

 

Mr Hewitt mentioned Plymouth-based Continuum’s dedication to long-term Monetary Planning was a significant factor in his resolution to hitch the agency.

He mentioned: “I take pleasure in assembly folks and downside fixing to assist them obtain their life objectives by establishing a monetary plan for his or her entire lifetime and succession. Having the ability to take a long-term view is important, and it is without doubt one of the causes I used to be so eager to hitch the Continuum group.

“I imagine the important thing level in Monetary Planning is mutual belief. Constructing on that belief to determine an ongoing relationship to trace and amend my purchasers’ plan as their life and circumstances change has aways been a precedence for me.”

Continuum has additionally not too long ago added three new help employees and its first in-house recruiter.




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