Let's Go Again!

Adviser 3.0 2025

Relive 2025's unmissable event for Financial Advisers!

View Sessions

40+

Quality Speakers

676

Attended

200%

Insightful fun

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 How It Started! 

Take a look back at how the show began.

 

 Our Speakers 

A3.0-2025-Headshots-Graphic-Abraham

Abraham Okusanya

Founder & CEO - Timeline

 

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A3.0-2025-Headshots-Graphic-Daniel-Crosby

Dr Daniel Crosby

Psychologist & Bestselling Author

 

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A3.0-2025-Headshots-Graphic-Thomas-Hogg

Thomas Hogg

CPO - Timeline

 

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 Our Speakers 

AO-Test-3

Abraham Okusanya

Founder & CEO -
Timeline

 

 

 

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Heather Hopkins

Founder & MD -
NextWealth

 

 

 

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Martin Jennings

CEO -
Parmenion

 

 

 

To Consolidate Or  Not To Consolidate

Gretchen Betts, MD - Magenta Financial Planning

James Reiss , CEO - David James Wealth

Matt Pitcher, Managing Partner -  Altor Wealth Management

Stephen Gazard, Chief Distribution Officer - Quilter

Philippa Hann , Head of Solicitor Engagement - RQ

 

 

Fundment Uncovered: Secrets of a CEO

Ola Abdul, CEO - Fundment

Cathi Harrison, Founder & CEO - The Verve Group

 

 

 

 Our Breakout Sessions 

 

Connecting Wealth with Purpose

 

Breaking The Mould

 

The Wealth Succession Boom

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The Marketing Secrets

 

10 AI Tools Financial Advisers Need in 2025

 

Platforms & Tech Providers

 

Pensions, Death & Tax

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How to Build an Adviser Business Worth £100m

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Scaling Growth

 

Lean, Mean Revenue Machine

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Operational Blueprint for High Growth Firms

Further Insights:
TED Talks

 

Don't Worry Be Happy

 

 

Die With Zero

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Leave the Ego at the Door

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Mental, Physical & Financial Health-Off the Shelf

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Advising Women Through the Transitions

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The Art of Dying Tidily

Download Slides - Download Preface

Tech Unleashed:
Explore the Tech Demos

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Tech Demonstration - Otto

 

Tech Demonstration - Firenze

 

Tech Demonstration - Advisory AI

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I attended the awesome Adviser 3.0 conference… WOW! Well done you 

have no doubt you will have felt this on the day and the proceeding days that the event was a massive success. So I’d like to take this moment to thank you again for putting on a great day.

Peter Watts DipPFS, Cert CII (MP) - Director & Independent Financial Adviser, KWL Wealth

Kaila Terrell
Product Designer, Google
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What a fantastic event yesterday! As an Adviser 3.0 newbie, I was so impressed with the dramatic features and performances, and the time-keeping was spot-on! Thank you for such a great day!

Laura Levy

Kaila Terrell
Product Designer, Google

Scroll through and enjoy! 🎉

Here are some photos from the day that showcase the vibrant energy, happiness, and connections formed. Enjoy! 

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Adviser 3.0 2025 - The Day

 

The Best and the Brightest Speaking, join us for 2026! 

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Our 2025 Partners
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©2025 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676. 

Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

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