Bristol-based adviser and SIPP specialist Marc Sullivan has joined the M&G-owned Continuum IFA partnership.
He has over 30 years of financial services experience and joins from Devises-based Ferris & Culverwell Financial Services where he was a financial adviser.
He brings an existing client group and is taking over clients from fellow Continuum adviser James Candow, who is preparing to step down under the partnership’s succession scheme.
Mr Sullivan said: “Alongside bringing my own clients into the Continuum family, I am honoured to be entrusted with the responsibility of supporting James's clients as he transitions into retirement.
“James has built strong, trusted relationships over many years, and I will ensure that his clients and their families continue to receive the high standard of advice and personal service they have come to expect – and the most suitable financial outcomes.”
Mr Sullivan has substantial experience in SIPPs (self-invested personal pensions) and commercial property purchase due to expertise built while working in a local life insurer’s SIPP business.
Jim Reeve, interim managing partner at Continuum, said: “Two of our biggest strengths are our commitment to personal service, and our determination to build long term relationships. These are approaches that Marc shares. Going forward, I know his clients will be in very good hands.”
Plymouth-based Continuum is a national IFA and manages or advises on assets of £3.19 billion.