why timeline?
A personable caring team
We created Timeline to provide financial advice throughout your life, whether that’s on starting to save, building up additional capital, pension planning, enjoying retirement or passing on your wealth to the next generation. Using cash flow modelling we can provide you with bespoke investment and retirement portfolios.
risk vs reward
CHOOSING YOUR INVESTMENT
‘Where and how should I invest my money?’ is the most common question we get asked in our initial consultation with clients. We don’t choose any specific investment or pensions over another, the key is our our help to understand all the financials to make the right choice that suit your needs
risk vs reward
CHOOSING YOUR INVESTMENT
We learn more about your personality traits, what motivates you, and what fears you have when you make financial decisions using the latest technology software. By utilising this questioning technique, we can provide you with a completely personalised investment or pension strategy.
our clients
our process
ENGAGEMENT
Our decisions are guided by our investment philosophy, which enables us to navigate a complex industry safe in the knowledge that we’re doing everything we can to protect and grow your assets.
DISCOVERY
We capture the hard facts within a fact find, and soft facts during our meetings to make sure we accurately assess the risk and select the most suitable investment opportunities for you.
ANALYSIS
Using cashflow modelling, we determine risk and decide which products offer the most efficient risk/reward based on your income needs and other assets available.
PRESENTATION
During a face-to-face or video conference meeting, we will reconfirm your objectives and present to you our recommendations and how they are suitable for your needs.
IMPLEMENTATION
If you decide to proceed with our recommendations, we will look to implement the advice in line with the best execution timeframes.
MONITORING
We continually monitor and review all of the products we recommend to ensure they remain consistent with your needs.
Sustainable
Environmental, Social and Governance (ESG) is a different type of investing. Yes, stocks and shares, bonds and a diversified portfolio but investing in progress is different. Investing in businesses that are making a positive and sustainable impacts, whether that be environmentally, socially, or both.
Sustainable
Over recent years, ESG has become a more mainstream investment strategy as concerns regarding the environment and the world we live in increase. According to MorningStar, in 2019, there were record inflows into ESG funds, totalling €120bn. We offer ESG investment as part of our investment solution for clients that want a portfolio that is a little bit different.
get in touch
Call us on 0330 111 6242You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.