The Timebank
Charlie Taylor is a Trainee Paraplanner at The Timebank, a position held since November 2022. Prior to this role, Charlie worked as an Administrator at LEBC Group from October 2021 to November 2022 and at Sanlam from June 2019 to October 2021. Charlie holds a Bachelor's degree in Mathematics from the University of Bristol, earned from 2016 to 2019.
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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!