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Speak to our team on 0330 111 6242

bespoke
wealth
management

WELCOME

Welcome to Timeline Wealth Management. We are a personable caring team with a vast knowledge & experience in all Financial Services, providing full independent advice for personal and corporate clients.

wealth management

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A personable caring team

Timeline wealth can provide financial advice throughout your life, whether that’s starting to save, build up of additional capital, pension planning, enjoying retirement, or passing on wealth.

SEE OUR WEALTH MANAGEMENT SERVICES

corporate

EXPERIENCED CORPORATE ADVICE

Timeline are highly experienced in creating benefit schemes for organisations of all sizes across all industry, we’ll work with you to ensure it delivers on your requirements.

SEE OUR CORPORATE SERVICES
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testimonials

IAN, ANGUS

Marc completes all his advised requests and discussed directives in a timely, efficient and trustworthy manner.

testimonials

MARK, CAMBRIDGESHIRE

Advice given is always clear and concise, in simple terminology that I understand.

testimonials

JASON, SUFFOLK

Marc Barnes has provided me with excellent financial planning advice on matters relating to tax planning and investment strategy.

testimonials

BARRY, CAMBRIDGESHIRE

Marc has advised my wife and I for many years on a variety of matters.

testimonials

COLIN, SUFFOLK

Marc has been my independent financial adviser since 2003. He has provided an excellent service in advising me on investments, wealth management, pensions and tax planning.

testimonials

MARIANA, KENT

Timeline have helped me through major life changes and always been professional, friendly and supportive. I would highly recommend them and have done.

NIKI, CAMBRIDGESHIRE

Marc and Andi have helped me through an incredibly stressful time. With great empathy, they’ve guided, advised and been there whenever I needed. I trust them with all my financial dealings and will continue to do so.

get in touch

Call us on 0330 111 6242

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