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SPOTLIGHT ON A CAP BUSINESS CLUB MEMBER
YOUR NAME? - James Candow NAME OF YOUR BUSINESS? - Financial Advice WEBSITE ADDRESS? – https://mycontinuum.co.uk/ WHAT DID YOU DO BEFORE YOUR CURRENT BUSINESS? – Worked at Barclays Bank WHAT MADE YOU START YOUR CURRENT BUSINESS? – the urge to get away from micromanagement in employment and practice true financial planning WHAT ARE YOUR HOBBIES? – Swimming, going to the gym (I know in the pic it doesn’t look like it!!), walking our dog honey. WHAT IS YOUR FAVOURITE MOVIE? – Everest (made me cry!!) WHAT IS YOUR FAVOURITE MEAL? - My wife’s chilli WHAT IS YOUR FAVOURITE UK HOLIDAY DESTINATION? – Finlake Devon – Chalet & a hot tub what more do you need??!! WHAT IS YOUR FAVOURITE HOLIDAY DESTINATION ABROAD? – Egypt – amazing snorkelling WHAT IS YOUR FAVOURITE TV PROGRAMME? – Mock the Week YOUR FAVOURITE SONG? – Overkill/Motorhead or Walk on/Jimmy Barnes (depending on my mood) WHAT DO YOU MOST ENJOY ABOUT YOUR BUSINESS? – the joy on clients faces when at a review I show them how much their investments/pensions have gone up. IF YOU HAD A MAGIC WAND WHAT WOULD YOU CHANGE ABOUT YOUR BUSINESS? – Toxic IFA’s who regularly change clients investments just to make more commission and give the rest of us a bad name. WHERE DO YOU SEE YOURSELF IN 5 YEARS TIME? – Still helping clients reach their financial goals. DO YOU HAVE ANY USEFUL TIPS OR IDEAS THAT YOU COULD SHARE WITH THE OTHER CAP MEMBERS? – it is ten times easier to retain an existing client than find a new one. HOW HAS CAP BUSINESS CLUBS HELPED YOU IN YOUR BUSINESS? – meet like minded business owners local to me and want to help each other. |
Testimonials
“I have known James for around ten years or so. Professionally at first and then over time as a friend. Not only is he a nice guy, but he’s also hugely knowledgeable and experienced in his financial advice, and has good integrity (vital for a financial advisor). I have no hesitation recommending him to my own contacts when the opportunity arises” - Mark Tomlinson
I approached James as I needed to review my pension, something I had been putting off. James talked me through the Continuum offer and provided detailed information to illustrate it clearly. Having transferred my pension, James now keeps me up to date with how the fund is doing, and he is always happy to answer any questions. Thanks James - Rebecca Brown I have known James for a number of years now and have taken him up on his generous offer of setting up a Lasting Power of Attorney for my husband and I. He has also advised me on the best savings account. I gladly recommend him to my family and friends as I know they will get honest and advice and excellent service. - Sue Hollingshead James helped me consolidate a number of workplace pensions into one pension scheme. This was a painless process and I was fully informed of what the process was. The current pension scheme is actively managed and has performed way better than the pre existing schemes. The pension is reviewed regularly and there is regular communication from James regarding pension performance. I have full visibility through a dedicated Web portal. I feel in safe hands and that my interests are being looked after. I would highly recommend James to everyone who needs financial advice. - John Upward James recently helped me out with a pensions issue. He quickly found the best solution and acted as he always does, with professionalism and charm. James is a great guy and I can highly recommend him. James has recently dealt with a very delicate family financial situation for my mother in law. He provided excellent advice with a real commitment to doing what was best for the client in the long term. His personable approach in such difficult and sensitive circumstances was exactly what was needed. I can highly recommend James. We will definitely be using his services again. I have always been suspicious of IFA’s (never been sure of their independence), however I can very strongly recommend James should you need any financial services guidance. He has helped me twice in the last few weeks - my daughter was looking for her first mortgage and I needed some short-term insurance for an empty residential property that I own. He dealt with both situations quickly and efficiently and in both cases delivered excellent results. All in all, working with James is a good experience – he knows his stuff and helps you make good decisions, quickly. |
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CAP Business Clubs 2024
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