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Development Consultant
for the NORTH WEST,Northern Ireland, SOUTH WEST, MIDLANDS & LONDON.

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Bogdan Oleinik

[email protected]
07834 599961

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Why not book a meeting with Bogdan?

As a Business Development Consultant, I work closely with financial advisers to introduce them to Timeline’s solutions, match clients with the right portfolios, and support smooth implementation. Our Team also provides ongoing support to our partners as we work together to achieve meaningful outcomes.

My journey into Financial Services began in 2013, after completing a Master’s in Finance at UWE. I started as a Trainee Paraplanner at one of Bristol’s leading IFA firms. From the beginning, I was driven by the desire to make a positive impact in people’s lives, a purpose that continues to guide my work today.

Over the years, I’ve deepened my industry knowledge and continued to grow both professionally and personally through the roles at a fund management company focused on evidence-based investing, followed by experience working in an investment platform and a global US private bank. 

Joining Timeline has connected me with a like-minded community that shares a passion for helping millions of people save, invest, and retire with confidence. We aim to lighten the complex burden faced by financial advisers through robust, evidence-based portfolios, fully integrated tools, and a cutting-edge investment platform.

If this vision resonates with you, I’d be delighted to connect and explore how we can support your journey. Feel free to reach out via any of the contact methods listed.
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Group 14511

Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.
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Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
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Portfolios

Planning

Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients. 

Enquire Today

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Enquire Today

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

 

Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

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