Nationwide adviser agency Continuum has appointed David Swaby as a Chartered Monetary Planner based mostly in Hull.
He has joined Continuum from Skipton Constructing Society the place he was senior monetary adviser.
Different earlier roles embrace mortgage and safety supervisor at HSBC the place he began his profession in customer support 14 years in the past. He labored throughout Hull and East Yorkshire the place he lives, in addition to Scarborough and the encompassing space.
Mr Swaby mentioned: “We reside in a sophisticated world, and having appropriate monetary options in place is significant for everybody. My job as a monetary adviser is discovering essentially the most applicable options – which suggests those that can make these targets simpler to achieve.”
David mentioned he selected to hitch Continuum after reviewing greater than 14 totally different corporations to associate with.
He mentioned: “I needed to maneuver ahead in my profession and turn out to be impartial to make sure two issues. First, my very own longevity within the function. Second, I needed to ensure that I might by no means be restricted within the recommendation and repair I may give to the purchasers I take care of.”
Martin Brown, managing associate at Continuum, mentioned the appointment ought to allow the agency to develop its providing in East Yorkshire.
He mentioned: “While you select Continuum, you enter right into a enterprise relationship with an adviser, not a enterprise transaction with a salesman. Our recommendation proposition is certainly one of simplicity and readability, delivered by a trusted {and professional} adviser.”
Mr Swaby is the second adviser appointment for the agency previously month following ex-Paraplanner James Barber becoming a member of as a brand new Chartered Monetary Planner for its St Albans workplace two weeks in the past.
Continuum relies in Plymouth and was arrange in 2014 by founding associate, Martin Brown, as a nationwide IFA model. It now holds property below affect of over £2bn.
The agency is part-owned by M&G which took an preliminary 49.9% stake within the firm in August 2022 with an settlement to accumulate the rest of the enterprise over the next two years.
