Firms who engage The Timebank are ambitious and want to stand out from their peers by giving their clients an exceptional experience.

Find out how we have helped other businesses just like yours

Who are you?

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

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

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

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

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

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

"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 ."

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

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

If you are not already a client of The Timebank and would like to know more about what we do and how we can help your business please do get in touch:

Telephone: 01432 355 322

Email: [email protected]

Key contact information:

Damian Davies, Managing Director – 01432 355 391

Melissa Hall, Head of Paraplanning – 01432 233 038

Lauren Bower, Account Manager – 01432 355 347