Club is Paraplanning our way. We provide a menu of modular services, delivered for fixed costs. Using our favoured style of report writing, reports are branded with your logo, colourway and font to maintain your identity.

Club is very simple to setup and manage, you don't need to worry about anything other than what the client wants.

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Bespoke is a high-touch, high-quality service that fits within your business seamlessly. Bespoke is exactly as the name suggests; you tell us what you want, how you want it and we work for an hourly rate. We will use your systems, templates, processes, software, everything.

All the benefits of an in-house paraplanner without the hassle of employing one.

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The change from a one off transactional relationship with a client to an ongoing service carries with it the benefit of an ongoing fee. Under MiFID II, however, this change in relationship now means that you have to undertake an interim suitability assessment. This includes writing a suitability report even if the advice is that everything remains suitable and no action is needed.

Even before MiFID loomed large, the regulator made it clear that simply overwriting old fact finds with some up to date information and providing an updated valuation isn’t good enough to be considered as part of a robust review service.

The review management service from The Timebank answers these problems whilst also helping secure stronger relationships with clients and helping to find new opportunities to help clients.

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Timebank Research helps you to make informed decisions on the companies, products and services you are considering introducing your clients to.

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