Events, Podcast, Webinars and Resources, made for Financial Planners.

Explore the crucial topics and themes for the industry. Listen to our podcast, join webinars and read the latest news.

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Events

Webinars and articles that will introduce and expand on the key issues and themes for financial planners.

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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.
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Abraham Okusanya

Founder & CEO

Timeline

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Deborah Meaden

TV Personality & Entrepreneur

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Gino Wickman

Author, Speaker, Teacher, Entrepreneur 

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Heather Hopkins

Founder & MD

NextWealth

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Ola Abdul

CEO

Fundment

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Nicki Hinton-Jones

CIO

Timeline

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Martin Jennings

CEO

Parmenion

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Cathi Harrison

Founder and CEO

The Verve Group
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Stephen Gazard

Chief Distribution Officer

Quilter
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Victoria Sena

Chief Operating Officer

Six Degrees

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Matt Pitcher

Managing Partner

 Altor Wealth Management

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Latest Podcast Episode

Episode 88: The State of the UK Equity Market with Charles Hall, Peel Hunt

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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

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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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