Olivia Geldenhuys
Investment Director -
Schroder Investment Solutions
Kate Phillips
Business Development Development Manager - Timeline
Natasha Crosby
UK Intermediary Sales, London & South East - HSBC Asset Management
With Timeline Planning you can
Show clients
their future
Captivate clients with powerful visualisations of their financial future built using reliable data.
Drive confident decisions
Our decades of real data and research mean you show clients projections they can trust.
Cut annual
review prep
Cut Annual Review prep time by up to 60% by pulling all the information you via Timeline.
Ensure full compliance
Demonstrate suitability and sustainability while keeping a full audit trail.
Link plans
to our MPS
Single sign-in to our model portfolio service means all client info is there when you need it.
Moving forward we'll be called - Synergistic Women!
synergistic means - When something is synergistic, it means various parts are working together to produce an enhanced result.
A resounding success!
We're thrilled to share that our inaugural London networking social for women in investment management at the Aviary Rooftop Lounge was a resounding success.
Our first event was a fantastic social gathering, where we had the opportunity to expand our networks with inspiring women from the investment management industry. While this event focused on connection and camaraderie, we are excited to share our plans for future gatherings. We intend to host external speakers who will discuss topics like resilience, wellbeing at work, and much more.
Joining forces!
Please do get in touch with any questions., feedback or if you would like to register your interest.
A look back
