Welcome to the Timeline Blog for Financial Advisers
Tue, Aug 3, 2021
Abraham Okusanya speaks to Sean Hagerty, Managing Director of Vanguard Europe, in the latest episode of Retirementals. Abraham throws Sean into the deep end, asking a broad range of questions, ranging from Sean’s approach to retirement to the 10th anniversary of LifeStrategy funds and their success, and much more.
As part of our commitment to the ongoing development and improvement of Timeline, our second annual survey was sent out earlier this year. Completed surveys were received from an impressive number of advisers and their data analysed to look at what we’re doing well and where we can improve.
We’re excited to show you this fab new feature that helps you to create a full life plan for your clients. You can now plan in your clients’ significant expenses and goals and treat each phase of their life in line with its specific requirements and milestones.
Fri, Jun 18, 2021
Your clients don’t care about Timeline, and we’re fine with that. Actually, they don’t really care about any of the tech you use to plan, organise and deliver your service. What they care about is peace of mind - knowing their financial future is secure and can withstand any future bumps in the road.
Wed, Jun 2, 2021
SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode.
Fri, May 28, 2021
In this blog our CEO, Abraham Okusanya, explains why his philosophy of competing rather than complaining has netted our sister business, Betafolio, an incredible £250m in assets in just over a year. And you won’t believe what we’re doing next…!
Wed, May 26, 2021
We are holding an exclusive Live Launch webinar for clients on 2nd June to unveil our plans and give you a first look at what we’ve been working on. If you’re not yet a client, read on for details on how you can get involved.