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Ed Carey

Ed Carey

Ed Carey, CCO Ed has experience at board level of sales, marketing and commercial positions including implementing large and complex technology solutions. Ed was part of the startup team that launched Cofunds in 2001 which went on to become the UK Number 1 in sales and assets. Ed grew up in Fund Management and has since held senior positions in Wealth Management, SIPP, Platform and UHNW Platforms. Prior to joining Timeline, he was the CCO of Multrees and Commercial Director at Alliance Trust Savings (ATS).

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RESOURCES.

A huge library of articles, webinar recaps, podcasts, guides and research to educate and inspire today's financial planners.

3 min read

A Simpler, More Reliable Way to Do Cashflow Modelling

By Gonzalo Podgaesky 28 Jan 2026

Cashflow modelling sits at the heart of good financial advice. It helps you test plans, explain outcomes and give clients confidence about their future.

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