Launched at Adviser 3.0 2025
At Timeline, we provide a full ecosystem of tools for financial advisers: planning technology, platform and MPS. But behind every piece of software, every dashboard, and every planning tool is a deeper truth: the work advisers do changes lives.
That's why we created The Good That Financial Planners Do - a five-part video series that puts the spotlight where it belongs: on your clients, and the profound impact you have on their lives.
Honest, emotional stories from people whose lives were genuinely transformed by working with a financial planner.
Featuring: David Davies, Myriad Financial Planning Ltd
Andy Mallik and his wife loved to sing together in their utility room and dance in the kitchen. They had built a life full of joy and music. When she passed away suddenly, Andy faced not only devastating grief but an uncertain financial future.
Because they'd worked with their financial planner, David, to put the right protections in place - life cover, trusts, and a clear plan - Andy was able to focus on grieving rather than drowning in financial stress.
Years later, that same planning gave Andy something else: the freedom to retire at 62, to step away from 30 years as financial director, and to live the life Dimmer would have wanted for him.
"If I hadn't have got financial planning, my life now would be very difficult and I think I'd be struggling. Having a good financial adviser is key to a stable and successful and happy future." - Andy Mallik
This is a story about more than money. It's about trust, security, and finding your way forward even when life breaks your heart.
Featuring: Steve Rowe, Lucent Financial Planning
What happens when two business owners are ready to retire, but don't know where to start? David and Melissa Graham, former directors of a steel manufacturing company, turned a jumble of pensions into a clear plan for the life they really wanted.
With the help of Lucent Financial Planning, they stepped away from work and into a future full of travel, freedom, and peace of mind. This is financial planning that's truly life-changing.
Featuring: Dom Spalding, Expert Wealth Management
John Dixon thought he was doing just fine managing his investments until stress, uncertainty, and global events began to take their toll. In this episode, we follow John's journey from DIY investing to trusting Expert Wealth with his future.
What started as financial frustration became a story of clarity, confidence, and stronger communication with his wife. See how real planning builds real peace of mind, even for the most sceptical clients.
Featuring: David Hole, The Money Coach
What happens when a bold entrepreneur finally gains clarity over her financial future? Kate Goodwin shares how one powerful planning conversation reshaped everything, from how she views herself, to how she grows her business and even how she raises her children.
What begins as a search for answers turns into something far more transformative. Without spoiling the turning point, we'll just say: it involves a chart, a breakthrough, and a future that suddenly feels secure.
If you've ever doubted your financial position, compared yourself unfairly to others, or felt overwhelmed by the unknowns of retirement or entrepreneurship, this story is for you.
Featuring: James Mackay, Frazer James
Meet James Childs, a lifelong Clevedon resident with a passion for road cycling and a 35-year career in property development. In this episode, James shares how he went from the fast-paced corporate world to achieving financial independence, with expert advice from James Mackay.
From sketching out a plan to weathering economic challenges, this is a story of clarity, resilience, and the freedom to truly enjoy the rewards of hard work. With professional financial advice and a clear strategy, James gained the confidence to step into a new chapter of life.
As a company providing a full ecosystem of tools for financial advisers, we see the data. We see the plans. But we also wanted to capture what happens after the plan: the confidence, the life changes, the freedom to dream bigger.
These stories are a reminder of why your work matters. They're also a powerful tool to share with clients, prospects, or anyone who's ever wondered: "What's the point of financial planning?"
From protection that provides peace of mind in the darkest moments, to retirement plans that give people their lives back, to strategies that turn uncertainty into confidence, this is the good that financial planners do.
All five episodes are now live on YouTube. Watch, share, and celebrate the good that financial planners do every single day.
👉 Watch The Good That Financial Planners Do Series
The Good That Financial Planners Do - A Timeline Series
Supporting the future of financial advice
This article is produced by us for Financial Advisers who may choose to share it with their clients. Timeline Planning and Timeline Portfolios do not offer direct-to-consumer products.