Liz Alley, Head of Financial Planning Operations at Brewin Dolphin, explains how The Timebank has helped their teams navigate changing resource requirements.
Ian Browne, Head of Advice at Russell Ulyatt, explains how The Timebank has given him and his team both additional, flexible resource and helped them look at their own delivery mechanisms.
Philip Knowles, founder of Union Financial Planning, explains how shared values and high standards has created an excellent working partnership.
In this video, Tim Page, Director of planning firm Page Russell, explains how the flexibility of support provided by The Timebank helps them maintain excellent experiences for their clients.
Madeleine Sunley, founder of Blueberry Financial, explains how The Timebank and Blueberry have developed a relationship that allows her to spend as much time as possible with clients.
Petronella West, Chief Executive of Investment Quorum, explains how an incredibly long lasting relationship between The Timebank and IQ has given her the ability to focus on building the business by having the time to put clients front and centre.