Innovation, Knowledge
& Community

Book now for our flagship conference in May and explore the compelling content available on this website.

15.05.25 | LONDON

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Events

Book for our epic conference or one of our regular webinars that explore and expand on the key issues and themes for financial planners.

Upcoming Events

Podcast

Not your average podcast! Adviser 3.0 is hosted by Abraham Okusanya, discussing retirement, financial planning and tech.

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Blog

All your Adviser 3.0 news in one place, articles, case studies, guides & papers, research and webinar recaps.

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Exceptional Speakers

At Adviser 3.0 you can expect dynamic and inspiring keynote speakers, full throttle panel sessions and cutting edge tech demos.

Abraham Okusanya

Founder & CEO

Timeline

Deborah Meaden

TV Personality & Entrepreneur

Gino Wickman

Author, Speaker, Teacher, Entrepreneur

Heather Hopkins

Founder & MD

NextWealth

Ola Abdul

CEO

Fundment

Nicki Hinton-Jones

CIO

Timeline

Martin Jennings

CEO

Parmenion

Cathi Harrison

Founder and CEO

The Verve Group

Stephen Gazard

Chief Distribution Officer

Quilter

Victoria Sena

Chief Operating Officer

Six Degrees

Matt Pitcher

Managing Partner

Altor Wealth Management

Latest Podcast Episode

Ep. 97 - Client Focused, Team Driven: Challenges and Triumphs in Financial Planning with Dan Boden

Abraham is joined by Dan Boden, who shares insights into building a successful financial planning firm, highlighting the challenges, client relationship strategies, and future goals of fostering a supportive workplace and nurturing new talent.

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Quite possibly the biggest mistake I’ll make in 2024 will be not having gone to Adviser 3.0! With a lack of new advisers coming in to financial advice; there couldn’t have been a better advert! All I’ve seen is video after video after photo of energy, drive, passion, fun and humour. Abraham Okusanya and all of the Timeline team, keep up the excellent work! I’m sure you’ve barely even started with the plans you have in store. I’m on board for the ride (I’ve signed up for the 2025 early bird already!)

Honestly, I thought the whole event was great. In particular, Deborah & Gino were incredible

Struggle to improve on it. Great venue. Well organised. Absolutely great day

Honest feedback was that it was a great, fun and informative day

I thoroughly enjoyed the day, thank you so much for the effort that went into organising it. Fantastic line-up and a friendly group

A thought provoking event, full of inspiration and motivating content. Information was relevant and pitched at the right level, no 'teaching grandma to suck eggs'. It was also fun and there were no product pushes. Well worth a day away from the office.

We had a whale of a time, and I think you and your team are the best conferencing guys that I have yet to work with.

Guy Skinner, Citygate Financial Planning

Jake Bernardi, 57 North

Greg Cooke, Polaris Wealth Management

Reme Holland, Albert Goodman

Rebecca Bonner, Cove Financial Planning

Jenny Jackson, Premier Plus Ltd

Gary Winslow, Asset-Map

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.

70 Gracechurch Street 4th Floor, London, EC3V 0HR, United Kingdom, 020 3427 5467. View our Private Policy

Innovation, Knowledge
& Community

Not your average podcast! Adviser 3.0 is hosted by Abraham Okusanya, discussing retirement, financial planning and tech.

Highlights from the 2024 Conference