@Timeline_Tech

Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management.

 London, England
linktr.ee/timelineapp
Joined April 2018
  • Tweets2.2K
  • Following177
  • Followers1.4K
958Media
New episode of Adviser 3.0: The Podcast 🎙️ Host Kate Phillips talks with Samantha Challis on turning redundancy into reinvention, building a values-led business, and putting clients first. Listen: bit.ly/4pP0gC7 #Adviser3Point0 #FinancialAdvisers #BusinessGrowth
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Adviser 3.0 returns in 2026 with a full Miami theme 🌴 Bright colours, tropical flavours and world-class ideas on the future of advice. Get ready for The Pulse of Possibility in London ✨ Read more 👉 eu1.hubs.ly/H0n4wgp0 #Adviser3Point0 #FutureOfAdvice
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Huge thanks to our incredible Adviser 3.0 partners! ✨ Planning for 2026 is underway - want to be involved? Reach out to Hana, our Conference Director, or comment below. 👇 #Adviser3Point0 #EventPartners #Sponsorship
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Still buzzing from Adviser 3.0? We are! 🙋‍♀️ Thanks for all the amazing feedback. Help us make 2026 even better by sharing your thoughts 👉 eu1.hubs.ly/H0k9GcJ0 #Adviser3Point0
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There is a perception that financial planners only work with millionaires. But it isn't true. In fact, they often have the biggest impact on those with relatively modest portfolios. Our latest video for @Timeline_Tech highlights a classic example 👇 #FinancialAdvice #FinancialPlanning
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The countdown is ON! 🚨 Only one month until the big day! Join us with @AbrahamOnMoney for an unforgettable grand opening at Magazine London. 500+ tickets sold! Grab yours now 👉 eu1.hubs.ly/H0j95gQ0 #Adviser3point0 #Conference
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Adviser 3.0 in MAY! Top speakers, networking, and insights—tickets are selling fast! Get yours NOW! 🎟️ Purchase here 👉 eu1.hubs.ly/H0hRXKB0 #adviser3point0 #ticketslive
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Adviser 3.0 2025 is just weeks away! 🔥 Get ready for cutting-edge strategies, top-tier speakers, and unrivaled networking. Don’t miss the biggest financial adviser event of the year! Book your ticket now 👉 eu1.hubs.ly/H0hRXwt0 #Adviser3Point0 #FinancialAdvisers
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One day, six stages, 20+ game-changing sessions. 🗓️ May 15, 2025, in London. Don’t miss it! Plus, Astronaut @astro_timpeake is a headline speaker! 🌟 Get your tickets now 👉 eu1.hubs.ly/H0gs15y0 #Adviser3Point0 #FinancialPlanning
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Why would you want to miss THIS? 🤩 It’s been 6 months since Adviser 3.0 2024 and we’re still not over it. Get involved and grab a spot for next year's conference. We can’t wait 🚀 Tickets - eu1.hubs.ly/H0dQ4cn0 #adviser3point0 #financialadvisers #conference #networking
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Upcoming webinar! 🗣️ Join our very own Cheshta Dhingra for her upcoming webinar! She'll unpack what stewardship truly means - and explore its crucial role within the ESG landscape. Don't miss out! Sign up - eu1.hubs.ly/H0dzjMl0
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It was a tough category but Kate Philips from Timeline managed to win the Woman of the Year - Investment award! Brilliant #WIFA24
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When you’ve told someone that you’ve left them a legacy, the only decent thing to do is to die at once! - Samuel Butler, English novelist( 1835 - 1902) 😜 Seriously, great conversation with Matthew Hutton DL on all things legacy planning.
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Timeline retweeted
Verve@GroupVerve16 Sep 2024
Our #VerveAwards24 winners! 👏 🏆 8 Financial Planning 🏆 @elofrommelo 🏆 @BareRock_PII 𝘏𝘊: @AbrahamOnMoney (@Timeline_Tech) 🏆 Abi Robinson (@yardstickagency) 𝘏𝘊: Katja Oakley-Bell (@Quilter) 🏆 Neil Moles (@theprogenygroup) 🏆 @WomensWealthUK
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Investors often fall into two camps: bulls or bears. But have you ever considered emulating the humble sloth? 🦥 @RobinJPowell sits down with @sloth_investor to discover the five core principles of sloth investing and the key to success. Watch now 👉 eu1.hubs.ly/H0bnh3J0
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‘The beauty of equity is its permanent capital!’
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This is the chart I mentioned in today’s episode of @adviserpodcast - ‘politicians come and go but markets go on regardless.’ The full suite of charts is available from friends of TRAP - @timeline_tech 👇🏻 buff.ly/4d4YLtj
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Timeline retweeted
Seccl@SecclTech6 Jun 2024
That's May done! Assets and inflows are up 105% and 112% year-on-year and we're working hard for our 180k investors. This year we’ve handled 136k transactions for every member of our Ops team, and over 191m API calls. We're beyond excited to be powering @Timeline_Tech's platform!
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The human brain is wired to look for and recognise familiar objects, shapes and patterns, even where they don’t exist. It’s called pareidolia, and for ancestors it was vital for survival. But it can wreak havoc in our lives today — not least in our investment decision-making 👇
Timeline
@Timeline_Tech4 Jun 2024
Learn why investors need to understand pareidolia and how it can impact investment decisions. 🤔 @RobinJPowell unravels the dangers of relying on patterns in financial markets and how to combat this common cognitive bias in our latest article 👉bit.ly/4aSMFkl
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Investors are bombarded with information, but most of it is either irrelevant or deigned to suit other people's agendas. The answer? Learn to think like a scientist. Here are five ways to go about it 👇 #Investing #Science
Timeline
@Timeline_Tech24 May 2024
There is more information at our disposal than ever before. It’s available within seconds, so what can you do to avoid being led astray in an age of information overload? 💻 @RobinJPowell explains in our latest article 👉 eu1.hubs.ly/H09gyT10 #investing #article
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