The Timebank
Becky Colley is a Chartered Financial Planner at The Timebank, a position held since September 2018. Prior to this, Becky accumulated extensive experience at Informed Financial Planning from January 2008 to October 2017, serving as Operations Director, Technical Manager, and Research Analyst. Earlier career experience includes a role as Financial Services Administrator at Capital & Investment Brokers Ltd from April 2006 to December 2007. Becky holds an Advanced Diploma in Financial Planning from the Chartered Insurance Institute, achieved between 2007 and 2017, and a degree in History from the University of Liverpool, completed in 2001.
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The Timebank
We've been doing this long enough to know there's no one right answer when it comes to supporting adviser businesses. Each practice has its own unique identity. Two decades of working with some of the best financial planning businesses has taught us, however, that there are 3 watchwords for success - creativity, integrity, simplicity. What do these mean? They mean everything to us, but to you they should mean: - Creativity: Our job is to think of how to get it done, not whether it can be done. - Integrity: What's best for the client and what's best for you, in that order. No sponsors, no deals, no ulterior motives. - Simplicity: There's quite enough complexity in our industry already, thank you!