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!


Banking

Business Development

Consulting

Venture Capital

The Timebank

Damian Davies

Rory Brazil Cfp®

Becky Colley

Melissa Hall

Lauren Bower

Debbie Evans

The Financial Planning Team at The Timebank is dedicated to delivering tailored financial strategies that align with the unique identities of adviser practices. Comprising a diverse group of paraplanners and chartered financial planners, the team emphasizes creativity in problem-solving, integrity in client relationships, and simplicity in financial solutions, ensuring that both advisers and their clients receive clear, effective guidance without unnecessary complexity.

Financial Planning Team

Financial Planning Team

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Team members