Plymouth-based national Financial Planner Continuum saw assets under influence rise by 20% to £1.52bn in the first quarter of 2022, the firm reported today.
The company said despite the difficult economic backdrop the firm had continued to grow strongly in Q1.
The company reported a 35% rise in ongoing recurring income (year-on-year) and record ‘banked income’ in March of £1.17m, a 29% rise year-on-year.
The firm saw an 18% rise in average adviser 12-month rolling productivity to £202,179.
Continuum said it also saw “significant” growth in new client numbers in the quarter and added three new advisers to the partnership.
Direct enquiries for the first quarter rose by 25% (year-on-year).
Martin Brown, managing partner at Continuum, said: “Given the backdrop of market uncertainty, there have been many challenges and time demands on our day-to-day business. Thanks to the continued commitment and excellence shown by all our advisers, once again, we have excelled.
“Having delivered a market leading performance in 2021, we have continued to deal impeccably with the increase to record levels in the need for advice through the early months of this year.”
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