Nationwide adviser monetary adviser Continuum has recruited ex-Paraplanner James Barber as a brand new Chartered Monetary Planner for its St Albans workplace.
Mr Barber will take care of shoppers in north London and Hertfordshire.
He began his profession as an administrator and Paraplanner and achieved Chartered standing as an adviser 5 years in the past.
He joins from DGS Impartial Monetary Advisers in Chingford the place he was a Paraplanner after which Chartered Monetary Planner.
Mr Barber works primarily with people and enterprise house owners.
He mentioned: “I needed to affix Continuum for a variety of causes – however principally as a result of it places me below no strain to push the merchandise of a selected provider. I can choose essentially the most acceptable merchandise for the wants of every shopper.
“Continuum has administrative and compliance groups, an internet portal, and weekly training info. It means having the assist to care for among the routine duties, giving me extra time to concentrate on relationships with shoppers.”
Continuum’s managing associate Martin Brown mentioned: “We’re decided to offer the easiest in monetary recommendation, and meaning constructing a group made up of individuals with the fitting strategy, the fitting expertise – and a willpower to place the wants of their shoppers first.
“James has spent a number of years constructing his expertise and expertise, and now his enthusiasm for constructing on that sound basis to work is an asset for us and for our shoppers. He believes in taking shoppers on a journey of economic discovery – and at Continuum, so will we.”
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 amass the rest of the enterprise over the next two years.
