John Humphries Email & Phone Number

Buckinghamshire, England, United Kingdom

Continuum has been created by some of the most experienced people in the financial industry to deliver a modern financial planning advisory partnership.Our aim is to help customers find solutions to their financial needs through a seamless and transparent financial services experience, whilst at the same time ensuring traditional values and service are maintained at all times.We provide the highest quality advice and are responsive to the industry changes, using the newest technology to ensure our clients are best informed to achieve their financial needs.

Central London

Asset gathering for Downing through Financial Advisers (independent & restricted), Discretionary Fund Managers and Stockbrokers in Central London. Promoting the use of mutual funds and tax efficient products in both the Private Equity and Public Equity sectors:- Mutual Funds in the UK Equity and Multi-Manager sectors- Venture Capital Trusts (VCT's) using asset backed, AIM shares and loans- Enterprise Investment Schemes (EIS) - early stage technology and asset backed- Estate Planning and the use of Business Property Relief (BPR) schemes Distribution in the post RDR world by using workshops, technical seminars, professional networking and providing financial education.

London

This is a relatively new role in Axa and fundamentally looks to build relationships with IFA's who previously had little or no contact with our organisation. We work with these IFA's to see if WRAP is suitable for them and how it can operate in their business. - it's not just about technology! If it is appropriate we will then implement Elevate together with their chosen investment strategy . This could include, DFM, Bespoke Model Portfolios, Passive Investment, Multi-Manager etc.The role has a broad remit but will include the following:- group and individual discovery meetings- presentations on generic platform usage and what they can offer the adviser and their clients- management of implementation of Elevate into new adopters- working with internal and external investment partners in combination with new adviser firms- speaking and attendance of industry events- internal and external stakeholder management - agreeing and working towards defined and agreed FUM targets with new adviser firms

London

As a result of consistent feedback from our intermediary clients we decided to offer a panel of Discretionary Fund Managers (DFM's) as part of the Elevate proposition. This would allow an IFA to invest client monies and have them managed on Elevate by a DFM. My role was set up to source suitable DFM partners, present our proposition to them and secure agreement to work together. We now have 25 partners and several hundred million through this distribution route. The roles and responsibilities were as follows:- Research,prospect and engage with suitable DFM targets- Present the Elevate proposition and explain the functionality to FD and Directors at DFM - Obtain buy-in and issue legal documentation - Manage the legal process and refine terms of business with our DFM parters- Manage the on-boarding and training of DFM Partners at various offices and present to sales staff - Draw up joint business initiatives with DFM firms and agree sales targets

National

This was a specialist role for Axa's new WRAP platform which would later become known as Elevate. There was a myriad of different responsibilities which included the following:- Input into the design, functionality and pricing of Elevate - Working with pilot clients - testing of the platform - Industry awareness - speaking at a variety of industry events such as New Model Adviser.- Education and sales training for the broker consultant sales force around the UK- Working with the broker consultants on an individual basis - IFA presentations - Group presentation to IFA's and affinity groups- Managing the relationships between the broker consultants and key Elevate clients- Responsibility for dealing with fund groups - adding new funds to Elevate

Chartered Financial Planner

Certified Financial Planner