Timeline @Timeline_Tech
Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management. linktr.ee/timelineapp London, England Joined April 2018-
Tweets2K
-
Followers1K
-
Following186
-
Likes1K
Today, we are in this beautiful chapel, close to the historical birthplace of the Magna Carta, for our @Timeline_Tech company-wide offsite! Every single Timeliner, bar one, is here… flown in from ~12 countries across 4 continents, to be together in person for the very first…
Discover the truth behind choosing investment funds in our latest video featuring @RobinJPowell and journalist Ed Moisson. 🤔 Watch now to gain valuable insights into making informed investment decisions 👉 shorturl.at/ciyGX #investing #financialinsights
You will often read in the weekend papers about funds that invest in companies paying high dividends. The impression the PR and marketing creates is that these funds somehow give investors an edge. They don’t, as @larryswedroe explains 👇 #Investing ow.ly/QVN950RgWa6
Look in an investment magazine or the money section of a weekend newspaper, and you'll see plenty of suggestions for things to invest in. But is the trend your friends? 📖 Read more here from @RobinJPowell 👉 eu1.hubs.ly/H08Dn2d0
Discover why 2022 was a wake-up call for bond investors in our latest video featuring @RobinJPowell and behavioural finance expert Joe Wiggins. 📽 Watch now to learn more 👉shorturl.at/ijsIZ #investing #research #finance
What can investors learn from Daniel Kahneman’s work? 🤔 Here are six valuable lessons from his bestselling book, Thinking, Fast and Slow, published in 2011, in which he introduced the findings of his academic career to the broader public 👉 bit.ly/4d6zAGP #research
Wow! Absolutely blown away by the exceptional clarity financial planner Matt Routledge brings to the table in this video, showcasing how to draw income sustainably from your retirement pot using... you've guessed... @Timeline_Tech Planning software of course! His expertise…
Join us for our annual Timeline Charts webinar on Wednesday 27th March! 🚀 We can't wait to share the diverse range of charts included in the 2024 edition during this event. 📈 Book now 👉shorturl.at/ikySY
No, @Timeline_Tech sales team didn’t write this report on cashflow modelling. The FCA did. 🤯 Nearly a decade since I started banging the drum the shortcomings of straight line cashflow projections in retirement income modelling (here’s a piece from 2014…
We are proud to announce that Timeline has been selected as the winner of the “Best Retirement Management Solution Provider” award in the 8th annual FinTech Breakthrough Awards! 🎉 Find out more here 👉 eu1.hubs.ly/H086t_10 #fintechbreakthroughaward
We're thrilled to share that Timeline has won the 'Best Retirement Management Solution Provider' award in the 8th annual FinTech Breakthrough Awards! 🥇 🎉 Thank you to @FinTech_Awards for recognising our commitment to innovation in the global FinTech market. #AwardWinner
Last Call for Early Bird Adviser 3.0 Tickets! 🎉 Why miss out on a day packed with invaluable insights, world-class speakers, and unforgettable entertainment? 🌟 Be part of an event that promises to be the highlight of the year! Book now ⏳ 👉 eu1.hubs.ly/H082Y-b0
Alan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️Abraham Okusanya @AbrahamOnMoney
7K Followers 217 Following Founder/CEO @Timeline_Tech | Host @investing_show + @adviser3point0_ | Author, https://t.co/zRvUUicQs7 | Certified Feather RufflerAndy Hart @MavenAdviser
10K Followers 8K Following Ensuring my clients never make another financial mistake. Financial Adviser @ https://t.co/cWF7Zt1xkW. Host #MavenMoneyPodcast & https://t.co/07JLWekoVq TRAPodcastBrendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of adviceTom Ham @thetomham
2K Followers 4K Following Taking the mystery out of money. Director at Calton Wealth Management & Gameplan Wealth. Reserve Cavalry Soldier @combatrecce. Field Sports.David Hearne, CFP™ @dontdelay
7K Followers 5K Following Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Estate Planning and Investment Management. Berkshire, UK.Lee Robertson FCSI FR.. @leerobertson64
5K Followers 4K Following Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee. Founder and CEO of Octo Members Group.Tom Skinner @Tom_SkinnerBC
3K Followers 3K Following Helping UK doctors build health, wealth and happiness around an NHS pension - AA & LTA historian - over 1,600 personal finance meetings with Drs since 2003Mark Locke @langcatlocke
7K Followers 3K Following MD of #Communications at the lang cat. Mostly work stuff here with a bit of silliness from time to time #finance #pensions #investments #fintech #regtech #PRAlex Riley @AlexandreRiley
1K Followers 570 Following Chartered Financial Planner | Londoner | Runner | Optimist. Finance related tweets to be expected!garry hale 🌎🌱 @garryhale
4K Followers 2K Following he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️Kate Shaw @FlpLtd
1K Followers 1K Following Chartered Financial Planner. Life Planner. Pension Transfer Specialist. Runner. Gin Lover. Not necessarily in that order.Ian at Money Alive @IanatMoneyAlive
3K Followers 2K Following Video Canvas - Personalised & interactive video experiences for members, clients & customers. Money Alive Office - helps advisers A.C.E Consumer Understanding.Robin Powell @RobinJPowell
24K Followers 15K Following Journalist, producer and content marketing consultant, working to change financial services for the better 🇬🇧🇺🇸David Ferguson @david_ferguson
8K Followers 4K Following CEO @ Seccl, the embedded investment platformDan Haylett @danhaylett
2K Followers 2K Following 🏴☠️ Helping retirement rebels craft their amazing second lives |🎙Host of The Humans vs Retirement Podcast | Retirement CoachVictor Sacks @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received.Gareth Thompson @cssgareth
3K Followers 2K Following 👨💻 Currently building market-leading fintech. 💼 Director of @plannrcrm. 🏎️ Wannabee racing driver. ☕️ Bit of a coffee snob 🍪 Loves a good hobnobMike Barrett @langcatmike
4K Followers 3K FollowingAndrew Moore 🇬🇧.. @AWMGFP
444 Followers 2K Following Quiet GenX Nomad. Lover of Camelia’s. Also do some things in Financial Services in my spare time. #carnivore #ev Tesla enthusiastNova Arboleda @ArboleNo
27 Followers 5K FollowingMortgageBlog.co.uk @MortgageBlog100
13 Followers 386 Following https://t.co/uAiJZpBV7Q offers all the latest news from around the UK relating to mortgage offers, legislation, news and commentary. Everyone welcome!jesse housego @JesseHousego
526 Followers 6K Following https://t.co/M3ClynMQAX https://t.co/KAQuHZ8X4fRichelle Saale @RichelleS62033
74 Followers 5K FollowingLucy Lackett @lackett87415
89 Followers 5K FollowingStrahil Anguelov @StrahilA
151 Followers 554 Following Boy Racer, Seafood Lover, Digital Marketing SpecialistLucrecia Ittner @ittn_lucre
42 Followers 5K FollowingHeather Frankl @FranklHeat51991
73 Followers 5K FollowingFinanceGeeksPodcast @TheFinanceGeeks
39 Followers 50 Following Two financial planners shooting the breeze while sharing tips for making the most of your money and living your best life.Nelly Hetchman @NHetchman94686
84 Followers 5K FollowingEva Potra @EPotra45371
90 Followers 5K FollowingTech Breakthrough @TopTechAwards
2K Followers 2K Following Tech Breakthrough Awards is a global recognition platform that honors BREAKTHROUGH innovation in crowded markets: #IoT #DigitalHealth #FinTech #InfoSec #AIxdtxjmkz42iyqnu0 @xnsmgt9ezya
2 Followers 487 Following Our company first transfer USDT to you TRC20, you return 90% to our BEP20, you get 10%, you get 2K per day Telegram group for details: https://t.co/qZxPhIQIG5Wayne Fowler @Wayneprmortgage
37 Followers 218 Following I offer a free mortgage and protection review service. Please feel free to contact me by email or on my mobile 🏠Conor Beaumont B.A. (.. @conor_beaumont
57 Followers 102 Following Business and Finance Graduate @unilincoln 🎓 Paraplanner @kingswood_group 📈 Level 4 Diploma Qualified @CIIGroupJamie Gordon @lynasvokes
57 Followers 433 FollowingLuna @fitv197543
9 Followers 778 FollowingBella Pasek @BellaP97402
17 Followers 3K FollowingHaneen Lefebre @HaneenLefe15489
80 Followers 5K Following? @va12368240
109 Followers 325 FollowingSherice Martiny @MartinyShe81410
70 Followers 5K FollowingFinTechBreakthrough @FinTech_Awards
8K Followers 5K Following Recognizing the Best Companies, Products and People in #FinTech; including #Payments, #WealthTech, #InsurTech, #RegTech, #LendTech & more!Brylee Hultz @bryl_hul
34 Followers 5K FollowingBlair Davidson @blair_davidson
138 Followers 371 FollowingKBPR @WeAreKBPR
891 Followers 2K Following We are a full-service, award winning, PR and marketing communications agency specialising in pensions and investments. #WeareKBPREusebia Knaebel @e_knaebe
27 Followers 5K FollowingBelmayne @belmayneifa
84 Followers 92 Following Independent Chartered Financial Planners. Evidence Based Investing. Improving the quality of life, through considered financial planning. Capital at risk.Paul McCoubrey CFP @paul_mccoubrey
371 Followers 798 Following Certified Financial Planner from Belfast. Director @navigateifa @navigatemtgs love @LiverpoolFC @officialbluesMatt Penson @MattPenson95
462 Followers 800 Following 'I don’t know what the future holds, but I know who holds my future' - Tim TebowPhil Billingham @PhilBillingham
5K Followers 2K Following CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @[email protected] 🏴🇺🇦🇪🇺Fay Rutterford @ruters
76 Followers 225 FollowingStuthason @stuthason60963
36 Followers 2K Followingdino @ShareValuation
258 Followers 2K Following in no particular order! Cycling, family, Financial planningPandle @pandlecloud
13K Followers 14K Following Cloud-based #bookkeeping software made with real people in mind. Simple yet comprehensive in its capabilities, designed for #SMEs.eggfriedreus @EggfriedReus95
41 Followers 179 FollowingPN01 @npeaceman
23 Followers 252 FollowingRob Khan @RKhany
237 Followers 316 Following A good head and a good heart are always a formidable combination.Jamesalfie @Jamesalfie4
499 Followers 4K Following SEO Expert | Link Builder | Digital Marketing | Guest Posting ServiceLouis Goacher @GoacherLouis
258 Followers 193 Following Independent Financial Planner and anything golf ⛳️andy bowser @BowserAndy
96 Followers 103 Following All things cycling, running and travel. Proud dad and yellowbelly 🇪🇺Ray Prince CFP @rayprincecfp
2K Followers 1K Following Certified Financial Planner to UK Doctors and Dentists, football fan, keep fit (running), live by the North East coast, husband + father to 2 girls #NEFollowersAshleyParsons. @AshleyParsons1
433 Followers 540 FollowingAlan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️Abraham Okusanya @AbrahamOnMoney
7K Followers 217 Following Founder/CEO @Timeline_Tech | Host @investing_show + @adviser3point0_ | Author, https://t.co/zRvUUicQs7 | Certified Feather RufflerNick Lincoln @HatTipNick
3K Followers 382 Following She/Her/God. Monthly essay here: https://t.co/DkTTToBjnq Embracing the Lab Leak Dividend: online-only, saving families one by one via Zoom.Andy Hart @MavenAdviser
10K Followers 8K Following Ensuring my clients never make another financial mistake. Financial Adviser @ https://t.co/cWF7Zt1xkW. Host #MavenMoneyPodcast & https://t.co/07JLWekoVq TRAPodcastTom Skinner @Tom_SkinnerBC
3K Followers 3K Following Helping UK doctors build health, wealth and happiness around an NHS pension - AA & LTA historian - over 1,600 personal finance meetings with Drs since 2003MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blogMark Locke @langcatlocke
7K Followers 3K Following MD of #Communications at the lang cat. Mostly work stuff here with a bit of silliness from time to time #finance #pensions #investments #fintech #regtech #PRIan at Money Alive @IanatMoneyAlive
3K Followers 2K Following Video Canvas - Personalised & interactive video experiences for members, clients & customers. Money Alive Office - helps advisers A.C.E Consumer Understanding.Robin Powell @RobinJPowell
24K Followers 15K Following Journalist, producer and content marketing consultant, working to change financial services for the better 🇬🇧🇺🇸David Ferguson @david_ferguson
8K Followers 4K Following CEO @ Seccl, the embedded investment platformDan Haylett @danhaylett
2K Followers 2K Following 🏴☠️ Helping retirement rebels craft their amazing second lives |🎙Host of The Humans vs Retirement Podcast | Retirement CoachVictor Sacks @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received.Gareth Thompson @cssgareth
3K Followers 2K Following 👨💻 Currently building market-leading fintech. 💼 Director of @plannrcrm. 🏎️ Wannabee racing driver. ☕️ Bit of a coffee snob 🍪 Loves a good hobnobMike Barrett @langcatmike
4K Followers 3K FollowingPaul Lewis @paullewismoney
162K Followers 2K Following Financial journalist, broadcaster, and speaker. Seek the truth, find the truth, tell the truth. Unequivocally for free speech & press. Wilkie Collins expert tooDom Spalding @DomSpalding
2K Followers 953 Following Expert Wealth Management, Chartered Financial Planners & Accredited Financial Planning Firm. 2022 PA Adviser Firm of the Year. Instagram @spalders_cyclistCarl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.NextGen Planners @nextgenplannrs
3K Followers 2K Following We help Financial Service Pros grow and develop through expert training and community resources 🌱 Listen to our podcast 👉 https://t.co/23NmcO0XB0Adviser 3.0: The Podc.. @adviser3point0_
406 Followers 93 Following Not your average financial podcast! Expect no-holds-barred insight at the intersection of retirement, investing and fintech.Professional Adviser @Profadviser
17K Followers 3K Following For financial advisers and paraplannersFinTechBreakthrough @FinTech_Awards
8K Followers 5K Following Recognizing the Best Companies, Products and People in #FinTech; including #Payments, #WealthTech, #InsurTech, #RegTech, #LendTech & more!Innovate Finance @InnFin
48K Followers 4K Following Innovate Finance is the independent industry body for UK FinTech supporting the next generation of technology-led innovators.Nathan Fryer 🍐 @fryer_nathan
2K Followers 2K Following Owner / Director of https://t.co/ic8aKdL8u7. I take myself far to seriously, loving life. COBs Quoter. Kidney Donor @plan_worksBusiness Awards UK @bawardsuk
610 Followers 807 Following 🇬🇧 Celebrating UK Talent By Making Awards Accessible To All Businesses. We recognise business excellence on the basis of merit. Free to apply! #awardsTom Newbould @digitalwin
6K Followers 3K Following CMO at @Timeline_tech. Digital marketer, Dad, and Boro fan. Live happy, love life!Adviser 3.0 @Adviser3point0
95 Followers 97 Following Adviser 3.0 is the place for UK advisers to come together for the latest information on advice, technology and investing. Flagship conference in London in May.Just Adviser @Just_Adviser
3K Followers 1K Following Let’s start a new conversation about retirement. Tweets are intended for financial intermediaries only. Not an intermediary? Follow us @wearejustukJust @WeAreJustUK
3K Followers 906 Following Official Twitter account for #retirement specialists Just – formerly Just Retirement and Partnership. We’re here to #RethinkRetirement!MTech Capital @MTechCapital
65 Followers 14 Following Venture capital fund investing in ambitious insurance technology businesses. Sign up for our newsletter: https://t.co/dUPNtVgxIQBlackFin Tech @BlackFin_Tech
3K Followers 5K Following Reshape Finance. Together. #VC investing in #Fintech & #Insurtech across Europe.S&P Dow Jones Indices @SPDJIndices
16K Followers 331 Following S&P DJI is a division of S&P Global which provides essential intelligence for individuals, companies & governments to make decisions with confidence.Benedek Voros @BenedekVoros
18 Followers 26 Following Sign up for our daily note: https://t.co/sBacafrsrP. Tweets are my own and not representative of S&P DJI. Disclaimer https://t.co/8ksvFFZKSr #SPDJIDailyHarriet Clarfelt @HClarfelt
776 Followers 948 Following US capital markets correspondent at the @FT - covering the world of credit [email protected]Ben Chu @BenChu_
34K Followers 3K Following Economics Editor @bbcnewsnight | Twitter pic by @stan_chow IJulian Hofmann @Julianhofmann19
94 Followers 228 Following Investment writer, Journalist, Farmer and gardener. Views my own.Mary Buffett @marybuffett
896 Followers 94 Following Mary Buffett is a best-selling author, international speaker, political and environmental activist and women's advocate.Mitchell Labiak @Mitchell_Labiak
1K Followers 472 Following Business reporter @BBCNews | former property writer @IChronicle | former news editor @PropertyWeek | Bristolian in Croydon | DMs open (dog pics encouraged)Personal Finance @ftmoney
92K Followers 233 Following Follow us for news, analysis and explainers about property, pensions, savings, tax, investments and much more.Lauren Almeida @laurenalmeida_l
2K Followers 909 Following Tempus bod @TimesBusiness covering global stocks and investment trusts. Got a story? Contact me in confidence via DM or 📧 [email protected]Arthur Sants @ICSants
246 Followers 419 Following US Companies Reporter at @IChronicle. [email protected]Investors' Chronicle @IChronicle
27K Followers 193 Following Your authoritative source of investment inspiration from the @FinancialTimes Register at https://t.co/VpuU9LdNmDRupert Hargreaves @ruperthargreav1
1K Followers 567 Following News editor @CityAM. Views are my own.Rebecca Goodman @RebeccaHGoodman
7K Followers 6K Following Freelance journalist. St Neots. Get in touch: [email protected]MoneyWeek @MoneyWeek
29K Followers 318 Following Join us at the MoneyWeek Summit on 29th September 2023. For ticket info: https://t.co/md1mhwOIPPSusan Garland @susanbgarland
1K Followers 205 Following Independent journalist. Regular contributor to Retiring section of NYTimes. Former editor of Kiplinger's Retirement Report and correspondent for Business Week.Matthew Goldstein @MattGoldstein26
17K Followers 5K Following Business reporter @nytimes but I vent here about Mets, music and other stuff.Michael Santoli @michaelsantoli
108K Followers 1K Following CNBC Senior Markets Commentator. Markets. Business. Baseball. Cranky New York parochialism.NYT Business @nytimesbusiness
901K Followers 476 Following Financial, tech, media and other business news from The New York Times.Forbes @Forbes
20.0M Followers 5K Following Sign up now for Forbes' free daily newsletter for unmatched insights and exclusive reporting: https://t.co/LAKg7gIfDJFinancial Times @FinancialTimes
7.5M Followers 1K Following This account is now closed. For the best of FT journalism, including breaking news and analysis, follow @ftDennis 🇨🇦 @moseleywilliams
3K Followers 868 Following I teach businesses how to become cults by staging a better client experience. CEEE no. 203, Pioneering member of the WXO, Author, Keynote Speaker, Coach, Dad.Vanguard UK @Vanguard_UK
17K Followers 59 Following VALUE TO INVESTORS | We want to give everyone the best chance of success with our low-cost, uncomplicated investments. Follow us! Terms: https://t.co/Q6B7tTXSfYChris Davies @ChrisatMOUK
2K Followers 3K Following Empowering compliant client-centric professional service firms via award winning #AI #RegTech. Author of Culture Coding. Proud Dad. All tweets my ownNavos @NavosUK
58 Followers 106 Following 🖥Technology solutions you can trust. 💡Future-proof your technology and build unparalleled client experience with Navos. ⚡️ Tech | Digital | Cyber.Plannr CRM @plannrcrm
812 Followers 474 Following Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.HSBC UK @HSBC_UK
112K Followers 26 Following The official account for HSBC UK. DM us for help 8am-8pm or chat with us 24/7 in mobile or online banking. Please do not post any personal information.Vanguard @Vanguard_Group
382K Followers 13 Following Together, we are 50 million Vanguard investors strong. Our mission is to take a stand for all investors. Community guidelines: https://t.co/f1Y5tHf9DQModel Office-MO®️ @modelofficeuk
338 Followers 834 Following Meet MO®️award winning #AI #RegTech Empowering Financial Service Firms #AML #KYC #MIFIDII #SMCR #ESG #consumerduty & much more https://t.co/t5M7e7FrlQTransact Wrap @Transact
5K Followers 2K Following Our award winning, market leading wrap service already has a loyal following from a large number of financial advisers and planners in the UK.Greg B Davies @GregBDavies
5K Followers 999 Following Behavioural finance, decision theory, sustainable investing, financial wellbeing @OxfordRiskLtd. Chair @SoundandMusic. Earned opinions only.Investment Week @InvestmentWeek
22K Followers 506 Following Investment Week provides the best news & analysis of the investment market for investment advisers and wealth managersBella Caridade-Ferrei.. @bella_caridade
750 Followers 834 Following Feisty, mouthy and a bit of a grammar pedant. Oh and I head up Fundscape (@fundscapeuk). Views here are my own of course.... who else would want them?Asset-Map @AssetMapLLC
3K Followers 5K Following The financial picture that’s worth a thousand decisions.Lexington Wealth Mana.. @LexingtonWM
42 Followers 24 Following An independently owned, family-run #financialplanning practice. We create bespoke plans to organise your financial resources, so you can achieve your goals.Warren Shute CFP® @warrenshute
3K Followers 715 Following Multi award-winning Certified #FinancialPlanner, Chartered Financial Planner, certified money coach, author of #TheMoneyPlan and Sunday Mirror columnist.Net Purpose @net_purpose
65 Followers 26 Following Net Purpose is on a mission to make impact measurement effortless for all investors by 2025TFP Financial Plannin.. @TFPplanning
472 Followers 483 Following Chartered Financial Planners based in Maldon (Essex). Helping clients plan for, secure and live the life they want. #REALfinancialplanningInvestmentWeekEvents @_IWEvents
1K Followers 497 Following Investment Week hosts over 60 industry leading events each year from virtual briefings to big awards ceremonies. New to 2021: Sustainable Investment Festival!Business Manchester @Biz_Manchester
2K Followers 298 Following #Business #news from around Greater #Manchester. Our goal is to help share your success, growth, innovation and build your business profile.Rob Stevenson @RobS_Kingmakers
2K Followers 2K Following Founder of Kingmakers. Help biz owners meet challenges & opportunities of high consequence. Family, biz, MTB, snowboarding. Outsider.Today, we are in this beautiful chapel, close to the historical birthplace of the Magna Carta, for our @Timeline_Tech company-wide offsite! Every single Timeliner, bar one, is here… flown in from ~12 countries across 4 continents, to be together in person for the very first…
Introducing @moneyinfotech as one of our partners at Adviser 3.0! 😍 moneyinfo is on hand to help achieve your business goals with the UK's most customisable client portal, workflow, and onboarding tools. Say hello in May 👋👉 eu1.hubs.ly/H08zk8z0 #adviser3point0
We're excited to welcome @StrategicCoach as a partner! 🌟 Strategic Coach® is a recognised leader in entrepreneurial coaching. Run by business owners for business owners they've delivered coaching to more than 20,000 entrepreneurs. Say hello in May 👋👉 eu1.hubs.ly/H08y-Fp0
Wow! Absolutely blown away by the exceptional clarity financial planner Matt Routledge brings to the table in this video, showcasing how to draw income sustainably from your retirement pot using... you've guessed... @Timeline_Tech Planning software of course! His expertise…
No, @Timeline_Tech sales team didn’t write this report on cashflow modelling. The FCA did. 🤯 Nearly a decade since I started banging the drum the shortcomings of straight line cashflow projections in retirement income modelling (here’s a piece from 2014…
@moneyeducator So we use @planwithvoyant and @Timeline_Tech
👀 We just saved a client over £14k per year in fees! 🤬 Their very well known, high profile and soon to be ex DFM currently charges them £35k per year for sub par investment management and no planning! 🤯 It’s understandable that the DFM have been very abrupt with us and not…
🌟 Congratulations to all the winners of our 8th annual FinTech Breakthrough Awards program! Your breakthrough innovative is shaping the future of finance and we're thrilled to recognize your well-deserved recognition! 🏆🚀 globenewswire.com/news-release/2… #FinTech #FinTechBreakthrough
Ready to redefine drawdown? 🤔 Dive into the future with Andrew Harvey @FundmentHQ, showcasing the evolution of drawdown technology. 🗓️ Save the Date: 19th March, 11 am – 12 pm. 📍 Where? Zoom, of course! Book your place now 👉 eu1.hubs.ly/H07_0SR0 #adviser3point0
Last Call for Early Bird Adviser 3.0 Tickets! 🎉 Why miss out on a day packed with invaluable insights, world-class speakers, and unforgettable entertainment? 🌟 Be part of an event that promises to be the highlight of the year! Book now ⏳ 👉 eu1.hubs.ly/H082Y-b0
The FTSE 100 is currently around 7,600, but that's just the PRICE return. The TOTAL return, including dividends, is more than FOUR TIMES that (ie c. 32,500) — and THAT's the figure we ought to focus on, as my latest post for Timeline explains 👇 @mark_hebner #Investing
Is the FTSE 100 misleading? Read @RobinJPowell's latest article to find out more 👉 eu1.hubs.ly/H080RGQ0 #investing #volatility #research
@GoacherLouis Check out what @Timeline_Tech are doing.
I'll be working two days a week for IFA and will continue to work for @Timeline_Tech, @rockwealthUK and select clients in the UK. Thank you @mark_hebner for this amazing opportunity and for helping to change the way the world invests 🙏 #EvidenceInvesting
I'm in Irvine, California, today for a double celebration 🍾 🥂 First, @IFAdotcom is exactly 25 years old. Its achievements in that time are extraordinary. Secondly, I'm delighted to announce that I'm about to become IFA's new Creative Director.. ow.ly/EoJR50QLSQ0
@PhilBillingham @Timeline_Tech @AbrahamOnMoney Very impressive service all round (am a newcomer)
@Timeline_Tech Just to flag up the brilliant help and great service from the guys last night So refreshing to get a ‘can do’ attitude from a service provider Shows what can be done with some vision and proper management @AbrahamOnMoney - you can be proud
The 2023 platform report is here! 🐸 Download & join our webinar in March to get a full rundown on the analysis of 2023 🔮👇
Introducing The Boiling Frog: Platform Report for 2023! And guess what? We have an exciting webinar lined up too. 🐸🧉 Join us on Wednesday, March 6th from 11:00 am for an exclusive webinar on all things Platform Report 2023. 📆 Find out more here👉 shorturl.at/hpwC1
One thing that truly makes our work worthwhile is receiving great feedback and @Timeline_Tech made us blush! Thanks so much for your kind words @HanaDickinsonUK ☺️ Worked with us? Attended one of our events? Spoken with us? Leave us a Google review ➡️ eu1.hubs.ly/H07HJbY0
Learn how to create a profitable Solo Practice! For those who’ve just branched out on their own, to those looking to build and grow as a solo adviser, our upcoming webinar on 'Going Solo' will provide helpful actionable tips. 💻 Book now 👉 eu1.hubs.ly/H073vFW0
@AbrahamOnMoney @Timeline_Tech When I joined the industry as an adviser in the 90s we used a pen and paper and drew a lifeline of all client goals and then asked the killer question - tell me when you will die ? Life insurance sale guaranteed 👍