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Don’t Stop….Believin’

Culturally, we have been happy with what a map is and does for quite a long time. The oldest known maps are preserved on Babylonian clay tablets from about 2300 B.C. and they have served our purposes perfectly well up to the late 1990s. Then along came the young upstart ‘Satellite Navigation’.

Cash-flow Forecasting

Cash-flow forecasting has become, in recent years, a significant tool in the modern Financial Planner’s service proposition. Technology has been a big driver of this with cash-flow forecasting tools available which can be utilised in front of a client on mobile devices with various scenarios played out.

Phased Retirement & Positioning your Firm

Providing a professional service is all about being useful. Being useful is being in the right place to offer the right solution at the right time. In your case, there are two important groups of clients that you can put yourself in the right place at the right time.

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    Three tools for perfect factfinding
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    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:

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    Key contact information:

    Damian Davies, Managing Director – 01432 355 391

    Melissa Hall, Head of Paraplanning – 01432 233 038

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