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At The Timebank, we help ambitious financial planning firms focus on what matters most: Spending time with their clients.

See how we have helped other firms just like yours.

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Which of these sound familiar?

"We are ambitious and growing and need an 'engine room' to help us drive the business forward."

"We are struggling to deliver our MiFID II interim suitability reviews on time."

"We know file checking is important, but it's so time consuming"

"Our administration team struggle to manage fluctuations in workflow."

"We are not sure how our CIP fits in with Consumer Duty."

"We have a lot of 'legacy' clients we are not sure how to look after."

"Our team of paraplanners are great, but they struggle with the fluctuations in workload and need a pressure value."

"We understand how important due diligence on providers is, but it's hard finding the time to do it as well as we would like ."

"I just want to spend more time with clients but admin, research and report writing is holding me back."

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Our model is simple: We build relationships that deliver what YOU want.