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Timeline is thrilled to announce the return of its flagship event, Adviser 3.0, on 15th May 2025 at Magazine London. This high-energy conference, designed to inspire and equip financial planners with actionable insights, will feature Major Tim Peake, renowned astronaut, as the headline speaker. He will be joined by industry heavyweights, including US leading expert on psychology of financial planning, Dr Meghaan Lurtz, together with sector experts Abraham Okusanya, and Brett Davidson and a host of others.
Attendees will have the chance to tailor their experience with over 20 varied sessions spread across five stages. The conference will tackle cutting-edge themes in financial planning such as technology, artificial intelligence, growth and profitability, wealth transfer, succession planning, client communications, leadership, marketing, and the economy. These topics will have practitioners at their core, ensuring content is relevant and applicable to today’s advisory firms.
Adding a burst of colour and energy, the conference’s vibrant Rio Carnival theme will set the stage for a day filled with valuable insights, networking opportunities, and delicious food. The programme will run from 9:00am to 5:30pm, followed by a networking drinks reception and an unforgettable after-party that will carry on until 10:00 pm.
Abraham Okusanya, CEO of Timeline and host of Adviser 3.0, shares his excitement: "We are thrilled to present such a rich and diverse line-up of speakers to the UK advice community. Major Tim Peake’s experiences are truly inspirational, and his insights will beautifully complement the practical sessions we have planned. After two years of learning and fine-tuning, we’re confident this year’s event will exceed all expectations. Tickets are on sale now – they won’t last, so don’t miss out on being part of something amazing."
For more information and to secure tickets, visit the Adviser 3.0 website.
About Us: Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence. Founded six years ago by chief executive Abraham Okusanya, Timeline has become a leading player in the financial advice market with over £7bn AUM. Timeline provide best-in-class planning technology and model portfolio management for UK financial advisers. Having been identified as the fastest growing firm in the sector, more than doubling the number of adviser firms it works with in 2023, Timeline broke into the list of top 10 model portfolio services (MPS) compiled by independent research firm Nextwealth in 2024. Defaqto recognised Timeline as the ‘most recommended MPS by Advisers’ in 2023 while a Professional Adviser poll found that Timeline has the most innovative technology among a range of financial advice providers. What sets Timeline apart is the seamless integration of critical advice tools, including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal - with embedded Trading, Custody & Tax Wrappers currently in beta testing. This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.
Contact Info:
Name: Tom Newbould
Email: Send Email
Organization: Timeline
Website: https://www.timeline.co/
Release ID: 89143947
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