Adviser 3.0

Change Agents

2023's unmissable event for Financial Advisers!

Speakers include: Baroness Karren Brady CBE, best-selling author Seth Godin, & the Financial Times' Robin Wigglesworth.

18 MAY 2023, LONDON.

Buy Tickets

21+

Quality Speakers

500+

Attendees

100%

Insightful fun

Adviser 3.0 will challenge, stretch and inspire you to successfully navigate the choppy seas ahead.

  • Help clients navigate major life transitions
  • Futureproof your business and career
  • Keep pace of technology and digital transformation
  • ‘Be the change’ you want to see in the profession and society
 

Exceptional Speakers

More speakers will be announced soon!
K-Bradey-06

Baroness Brady of Knightsbridge CBE

Vice chairman of West Ham United, a Peer in the House of Lords and Lord Sugar's adviser on The Apprentice.
S.Godin-03

Seth Godin

Seth is a world-class speaker, teacher, and a best selling author.

R-Wiggleswoth-01-01

Robin Wigglesworth

Editor, Financial Times Alphaville and author of Trillions.
A-Okusanya-02

Abraham Okusanya

Founder & CEO

Timeline

S-Hagerty

Sean Hagerty

Managing Director

Vanguard Europe

O-Abdul-05

Ola Abdul

CEO

Fundment

P-Cleworth-07

Paul Cleworth DipPFS

Managing Director

Tandem

Kate-N-09

Kate Phillips

Business Development Manager

Timeline

W-Shute-08

Warren Shute MSc. CFP

Chartered Wealth Manager

Lexington

D-Ferguson-13

David Ferguson

CEO

Seccl

N-Hinton-Jones

Nicki Hinton-Jones CFA

Chief Investment Officer

Timeline

Tim Horrocks RockWealth

Tim Horrocks FPFS

Managing Partner

RockWealth

Tickets-Early-Bird-04-04
Buy Tickets!

Get your Early Bird Tickets for £300+VAT. Reduced from £450+VAT.

Offer ends 28th Feb 2023.

Buy Tickets

Breakout Sessions

Covering the following topics
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Million Pound Solo Practice

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Scaling Financial Planning

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Succession Strategy

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Platforms & Technology

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Investment Themes

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Compliance Spotlight

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Timeline's events are always fun, informative and insightful, making you really stop and think. You can't beat their energy and dynamism in delivery and their creative approach to education and collaboration with the financial planning community.
Karen Ritchie
Karen Ritchie
MD, Riseden Penn Financial Planning
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Timeline's events never disappoint. Always punchy, always entertaining and always insightful. They are fearless in their pursuit of financial planning and investment solutions that best serve our clients. I can't wait to hear what comes out of this conference.
Ian King
Ian King
Director, CFPCM Professional & Chartered Financial Planner

House Band

Our House Band for the Day is The Mexican Way! 
The UK's finest Mariachi band.
Mexican-Band-05
Tickets-Early-Bird-04-04
Buy Tickets!

Get your Early Bird Tickets for £300+VAT. Reduced from £450+VAT.

Offer ends 28th Feb 2023

Buy Tickets

A little more info 📢

  • Location
    Etc. Venues
    133 Houndsditch
    London EC3A 7DB
     
    A short walk from Liverpool Street, Aldgate and Aldgate East underground stations.

     

  • Nearby hotels

    There are plenty of hotels near to the venue to choose from. Here is a list of nearby hotels.

  • Refreshments

    etc. venues are renowned for their excellent catering. So, guests can rest assured there will be plenty of refreshments and a delicious lunch on offer during the conference.

Etc. Venues
133 Houndsditch
London EC3A 7DB
 
A short walk from Liverpool Street, Aldgate and Aldgate East underground stations.

 

There are plenty of hotels near to the venue to choose from. Here is a list of nearby hotels.

etc. venues are renowned for their excellent catering. So, guests can rest assured there will be plenty of refreshments and a delicious lunch on offer during the conference.

Our Partners

Adviser-3.0-Timeline
Adviser-3.0-Fundment
Adviser-3.0-Vanguard
Adviser-3.0-Seccl
©2023 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.
 
Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

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