--- title: Adviser 3.0 2025 - Programme description: Find out about the fantastic speakers and session we have at Adviser 3.0 2025. --- ###### Adviser 3.0 # Change Agents ### **18 MAY 2023** ### **133 Houndsditch, London, EC3A 7DB** [Find Out More](https://www.timeline.co/adviser3.0) [![Adviser 3.0 Logo-01](https://adviser3point0.co/hs-fs/hubfs/Adviser%203.0%20Logo-01.png?width=150&height=33&name=Adviser%203.0%20Logo-01.png) ![Adviser 3.0 Logo-01](https://adviser3point0.co/hs-fs/hubfs/Adviser%203.0%20Logo-01.png?width=150&height=33&name=Adviser%203.0%20Logo-01.png) ](https://adviser3point0.co/home) [![Adviser 3.0 Logo-01](https://adviser3point0.co/hubfs/Adviser%203.0%20Logo-01.png) ](https://adviser3point0.co/home) - [Home](https://adviser3point0.co) - [Relive 2025](https://adviser3point0.co/2025-recap) - [Events](https://adviser3point0.co/events) - [Podcast](https://adviser3point0.co/podcast) - [Blog](https://adviser3point0.co/blog-resources) - [Our Partners](https://adviser3point0.co/partners-2026) - [Get In Touch](mailto:hana@timeline.co) - [Home](https://adviser3point0.co) - [Relive 2025](https://adviser3point0.co/2025-recap) - [Events](https://adviser3point0.co/events) - [Podcast](https://adviser3point0.co/podcast) - [Blog](https://adviser3point0.co/blog-resources) - [Our Partners](https://adviser3point0.co/partners-2026) - [Get In Touch](mailto:hana@timeline.co) [Grab Tickets For 2026](https://www.tickettailor.com/events/timeline/1679232?trackingConsent=1&_gl=1*1l6fy6k*_gcl_aw*R0NMLjE3NDMwNzQ0MzkuQ2p3S0NBanc3cE9fQmhBbEVpd0E0cE1RdkU5YUI5NXFobHBnT0xYTkJuT1NJUEZPWUZwWkxTUTB1WkJ2ZWg3eWhlNFpabjJfcnQ0bDZ4b0NjTWtRQXZEX0J3RQ..*_gcl_au*MTgyOTU2MDEwNi4xNzQ1MzI1MDI2*_ga*MTI1NjM0NjQzNS4xNjk5NDQwNDI0*_ga_P35ER4HQBT*czE3NDkwMjQ4NDgkbzEzJGcxJHQxNzQ5MDI3NTY2JGo0JGwwJGgw) ## Awesome speakers, curated for you! **We seek out the best and brightest to speak at Adviser 3.0** [View Full Agenda](https://www.canva.com/design/DAGbg8Ufh70/vUXN590P22dn01yYxsTz2Q/view?utm_content=DAGbg8Ufh70&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=he0e08ba827) [Buy Tickets](https://www.tickettailor.com/events/timeline/1393237) ## UPCOMING EVENTS ![Consumer-Duty-&-Timeline-March](https://adviser3point0.co/hs-fs/hubfs/Consumer-Duty-%26-Timeline-March.png?width=1366&height=768&name=Consumer-Duty-%26-Timeline-March.png) #### Consumer Duty & Timeline This webinar provides a compliance overview of your responsibilities under The Consumer Duty and how we support! **Join us on 19th April at 12:00 pm** [Learn More](https://go.timelineapp.co/en-gb/consumer-duty) ![Q1-Update-Header](https://adviser3point0.co/hs-fs/hubfs/Q1-Update-Header.png?width=1366&height=768&name=Q1-Update-Header.png) #### Q1 Investment Update 2023 This webinar provides a review of the first quarter in 2023, delivered by Timeline's Investment team.   **Join us on 11th April at 11:00 am** [Learn More](https://go.timelineapp.co/en-gb/investment-update) ![TT](https://adviser3point0.co/hs-fs/hubfs/TT.jpg?width=1366&height=768&name=TT.jpg) #### Timeline Tours - Monthly 1-hour virtual tour of our Planning and Portfolios services led by one of our experts. Informal demo with Q&A. [Learn More](https://go.timelineapp.co/timeline-tour) ![Masterclass-Genral-Header-1](https://adviser3point0.co/hs-fs/hubfs/Masterclass-Genral-Header-1.png?width=1366&height=768&name=Masterclass-Genral-Header-1.png) #### Masterclass 2023 Our team and some special guests take you through how real advisers are using Timeline to deliver excellent client outcomes. [Learn More](https://go.timelineapp.co/en-gb/masterclass-22) ![Getting-Started-1](https://adviser3point0.co/hs-fs/hubfs/Getting-Started-1.png?width=1366&height=768&name=Getting-Started-1.png) #### Get Started With Timeline Planning Online sessions aimed at new registrants and advisers who haven’t yet created their first three plans. [Learn More](https://go.timelineapp.co/starting) ![keynote speakers](https://adviser3point0.co/hs-fs/hubfs/keynote%20speakers.png?width=1200&height=1200&name=keynote%20speakers.png) [Learn More](https://adviser3point0.co/programme#keynotes) ![breakout 1](https://adviser3point0.co/hs-fs/hubfs/breakout%201.png?width=1200&height=1200&name=breakout%201.png) [Learn More](https://adviser3point0.co/programme#breakout1) ![breakout 2](https://adviser3point0.co/hs-fs/hubfs/breakout%202.png?width=1200&height=1200&name=breakout%202.png) [Learn More](https://adviser3point0.co/programme#breakout2) ![breakout 3](https://adviser3point0.co/hs-fs/hubfs/breakout%203.png?width=1200&height=1200&name=breakout%203.png) [Learn More](https://adviser3point0.co/programme#breakout3) ![Keynote-Speakers-Page](https://adviser3point0.co/hs-fs/hubfs/Keynote-Speakers-Page.png?width=1200&height=400&name=Keynote-Speakers-Page.png) ## Breakout session 1 - 10.35am - 11.15am ![Planners TED Talks](https://adviser3point0.co/hs-fs/hubfs/Planners%20TED%20Talks.png?width=1200&height=1200&name=Planners%20TED%20Talks.png) ### **Sarah Steele, Ops Director, Yellowtail: '****Leave the Ego at the Door'** Clients value trust and connection over technical expertise. This session explores why emotional intelligence, vulnerability, and active listening are the real differentiators in financial planning—and how embracing them strengthens relationships and transforms your business. ### **Tom Morgan, DipPFS, Founder, Orca Wealth: '****Die with Zero: The Real Purpose of Financial Planning'** True financial planning isn’t just about wealth—it’s about living fully. Learn how shifting the conversation from accumulation to meaningful experiences helps clients spend, gift, and retire sooner, deepening engagement and driving business growth. ### **Guy Skinner, DipFA MIFS, Director & IFA, Citygate Financial Planning: '****Don't Worry, Be Happy!'** Financial planning protects more than money—it protects futures. This session highlights how advisers provide security, stability, and peace of mind, ensuring clients and their families have choices when it matters most. ![Heather Murray](https://adviser3point0.co/hs-fs/hubfs/Heather%20Murray.png?width=1200&height=1200&name=Heather%20Murray.png) ##### Heather Murray, Founder & CEO, AI for Non-Techies AI isn’t the future - it’s the present. From streamlining client service to boosting marketing, sales, and even personal productivity, AI is transforming the way financial advisers work. In this fast-paced session, we’ll showcase 10 game-changing AI tools that can help you save time, enhance client relationships, and run a smarter, more efficient business. Whether you’re an AI sceptic or already experimenting, you’ll leave with practical insights—and tools you can start using immediately. **Key takeaways:** ✅ The must-have AI tools that will supercharge your efficiency and effectiveness ✅ How to use AI for client service, marketing, productivity, and even wellbeing ![A3.0 Agenda page graphics (1)-2](https://adviser3point0.co/hs-fs/hubfs/A3.0%20Agenda%20page%20graphics%20(1)-2.png?width=1500&height=1500&name=A3.0%20Agenda%20page%20graphics%20(1)-2.png) ##### James Dent, Founder Director, The Family Elephant & Richard Boughton Director of Estate Planning, Solidus With £5.5 trillion set to pass between generations by 2050, financial planners face an unparalleled opportunity - or a serious risk. Without the right strategies, inherited wealth can slip through the cracks, leading to lost clients and revenue. This session explores the financial and strategic advantages of structured succession planning. Discover how to engage multiple generations, protect wealth, and future-proof your firm. Through real-life case studies and actionable insights, learn how to boost AUM, enhance client retention, and grow referrals. **Key takeaways:** ✅ Understand the key risks and opportunities in intergenerational wealth transfer and how they impact financial planning firms. ✅ Learn proven strategies to protect family wealth across generations, engage younger clients, and increase business value through succession planning. ![Adviser-3.0-Scaling-Growth-Website-Graphic-Brett-Davidson-V2](https://adviser3point0.co/hs-fs/hubfs/Adviser-3.0-Scaling-Growth-Website-Graphic-Brett-Davidson-V2.png?width=1200&height=1200&name=Adviser-3.0-Scaling-Growth-Website-Graphic-Brett-Davidson-V2.png) ##### Brett Davidson, Founder of FP Advance and the Uncover Your Business Potential Programme What happens when three of the sharpest minds in financial planning share their biggest breakthroughs? You get a session packed with insights that could redefine your business strategy. Join **Brett Davidson**, founder of FP Advance, as he hosts an exclusive panel with **Pete Matthew**, CEO of Jackson’s Wealth Management and host of the Meaningful Money podcast, & **Daniel Glover**, Managing Director at Pacem Advisory. These industry leaders will reveal the game-changing moves that took their firms to the next level. Expect real-world insights, fresh perspectives, and practical takeaways you can implement immediately. **Key takeaways:** ✅ The most impactful strategies top firms have used to scale and succeed ✅ Actionable ideas to future-proof and elevate your business ![Operation Blueprint](https://adviser3point0.co/hs-fs/hubfs/Operation%20Blueprint.png?width=1200&height=1200&name=Operation%20Blueprint.png) ##### Karthica Underwood, COO, Timeline & Chirine Harb, COO, Capital Asset Management Scaling any business isn’t just about ambition - it’s about having the right operational strategy in place. In this powerhouse session, Chirine Harb, COO of Capital Asset Management, and Karthica Underwood, COO of Timeline, share the essential blueprint for building an efficient, scalable, and high-performing business. From streamlining processes to leveraging technology and fostering the right team culture, they’ll reveal the critical systems and strategies that drive sustainable growth. Whether you're refining your operations or gearing up for rapid expansion, this session will give you the insights to take your firm to the next level. **Key takeaways:** ✅ The must-have operational foundations for scaling successfully ✅ How to create efficiency, enhance client experience, and future-proof your firm ![Brazilian Dancing](https://adviser3point0.co/hs-fs/hubfs/A3.0%20Agenda%20page%20graphics%20(3).png?width=1200&height=1200&name=A3.0%20Agenda%20page%20graphics%20(3).png) ##### Cirque Bijou Samba Team In this high-energy session, you’ll learn how to move with confidence, connect with the music, and embody the joy and passion of this iconic Brazilian dance style. Whether you're a beginner looking to step onto the dance floor for the first time or an experienced dancer eager to refine your skills, this workshop will help you build coordination, rhythm, and a deeper appreciation for samba culture. Get ready to unleash your inner dancer—one step at a time. ✅Master fundamental samba steps and footwork for a strong foundation. ✅Improve coordination, rhythm, and musicality through guided movement exercises. ✅Develop confidence and expression in your dance style. ✅Experience the joy of Brazilian dance culture in an inclusive, uplifting environment. ✅Boost your fitness, flexibility, and stamina while having fun Step into the rhythm—your samba journey starts here. ## Breakout Session 2 - 2.05pm - 2.45pm ![Thomas Hogg](https://adviser3point0.co/hs-fs/hubfs/Thomas%20Hogg.png?width=1200&height=1200&name=Thomas%20Hogg.png) ##### Thomas Hogg, Timeline At last year's Adviser 3.0, Abraham and Thomas stood on stage and announced a new, integrated investment platform. This year, we have four major announcements. Ask yourself: can you miss out on that? To find out what is coming next in our industry, join Timeline's Chief Product Officer Thomas Hogg at this live demo and hear about Timeline's direction of tech travel for the rest of the year. **Key takeaways** ✅ Understand the key developments shaping the future of adviser technology and investment platforms. ✅ Discover how Timeline’s latest innovations can enhance efficiency, client experience, and business growth. ![Verona Kenny & NIck Eatock](https://adviser3point0.co/hs-fs/hubfs/Verona%20Kenny%20%26%20NIck%20Eatock.png?width=1200&height=1200&name=Verona%20Kenny%20%26%20NIck%20Eatock.png) ##### Verona Kenny, Aberdeen & Nick Eatock, intelliflo Are platforms and financial planning tech providers a match made in heaven, or are they doomed to disagreement? Nick and Verona explore whether these two essential enablers of financial planning can truly work together to deliver seamless efficiency and a better experience for clients - or if their differences are too great. Covering key issues like data ownership, commercial models, and user experience, this session will challenge assumptions and spark debate. By the end, you decide: can this relationship be strengthened, or is it time to move on? **Key takeaways:** ✅ Gain insight into the challenges and opportunities in platform-tech integration, from data ownership to commercial models. ✅ Understand how better collaboration between platforms and financial planning tech providers could drive efficiency and improve client outcomes. ![A3.0 Agenda page graphics (3)-2](https://adviser3point0.co/hs-fs/hubfs/A3.0%20Agenda%20page%20graphics%20(3)-2.png?width=1950&height=1950&name=A3.0%20Agenda%20page%20graphics%20(3)-2.png) ##### Anwiti Bahuguna, Northern Trust Asset Management, Caroline Shaw, Fidelity & Laurentius van den Worm, Timeline In this candid discussion, Anwiti Bahuguna (CIO, Multi-Asset, Northern Trust) and Caroline Shaw (Portfolio Manager & Head of Multi-Asset, Fidelity) will tackle some of the biggest investment questions: - Is the traditional equity-and-bond mix too plain vanilla? Should multi-asset portfolios broaden their horizons to include alternative assets? - Does tactical asset allocation actually add value, or are long-term strategic bets the only ones that matter? - With US markets—and the Magnificent 7—dominating indices, is market concentration becoming a systemic risk? Should passive investors explore alternative index structures like factor-based or equal-weighted strategies? - What myths does the investment industry keep selling, and what should we be questioning more? Moderated by Laurentius van den Worm, this session goes beyond surface-level debates to challenge assumptions, uncover blind spots, and explore what truly matters for investors today. Expect strong opinions, fresh perspectives, and a discussion that cuts through the noise. ![Simon Rogerson](https://adviser3point0.co/hs-fs/hubfs/Simon%20Rogerson.png?width=1200&height=1200&name=Simon%20Rogerson.png) ##### Simon Rogerson, Founder and CEO, Octopus Group Simon will share his learnings from the last 25 years of building the Octopus Group. Octopus has progressed from being a start-up above a supermarket in 2000 to a Group now employing 15,000 people with more than 50 million customers across its businesses. ![A3.0 Agenda page graphics (2)-1](https://adviser3point0.co/hs-fs/hubfs/A3.0%20Agenda%20page%20graphics%20(2)-1.png?width=1650&height=1650&name=A3.0%20Agenda%20page%20graphics%20(2)-1.png) **Rev Matthew Hutton DL - ****The Art of Dying Tidily** With nearly 60% of adults not having a Will, the consequences for loved ones can be profound.  Explore the practical steps each one of us should be taking now for ‘dying tidily’ because planning for a good death means living a fuller life.   **Karen Ritchie - ****Advising Women Through Life Transitions ** Major life changes - divorce, bereavement, career shifts - can bring financial uncertainty, and women often experience these transitions differently. Learn how to break decisions into manageable steps, use financial triage effectively, and create a supportive experience that helps clients feel heard and understood.   **Steve Rowe - ****Mental, Physical and Financial Health – Off the shelf** In order for our clients to retire and grow older brilliantly, they need their mental, physical and financial health to be tip top. Most people have one or two of those in great shape, rarely is it all three. You, the advisers, have the finances covered, Steve and the company  ‘Art of Brilliance’ introduce you to ‘Retirement Freshers Week’ where you can help your clients that need it, get all three. ![Breathing & relaxation](https://adviser3point0.co/hs-fs/hubfs/Breathing%20%26%20relaxation.png?width=1200&height=1200&name=Breathing%20%26%20relaxation.png) Join Jessie Laute, one of the UK’s leading breath coaches, for an immersive workshop exploring the transformative power of breathwork. With nearly a decade of experience, Jessie has helped countless individuals harness their breath to manage stress, boost energy, and enhance overall wellbeing. In this engaging session, you’ll discover how the way you breathe directly impacts how you feel—physically, mentally, and emotionally. Through guided techniques, you’ll learn how to regulate emotions, improve focus, and cultivate a sense of calm and clarity. Whether you’re looking to reduce anxiety, improve sleep, or enhance performance, this workshop will provide you with the tools to take control of your wellbeing—one breath at a time. ## Breakout Session 3 - 4.05pm - 4.45pm ![Tech Demos](https://adviser3point0.co/hs-fs/hubfs/A3.0%20Agenda%20page%20graphics.png?width=1200&height=1200&name=A3.0%20Agenda%20page%20graphics.png) **Madeleine Debney, Co-founder, Otto** **Otto in Action: Automating Advisory** **Workflows for the Modern Adviser** ✅  Live in Action: Experience how Otto automates key advisory workflows, turning manual processes into streamlined, AI-powered solutions. ✅ Scaling Personalisation: Discover how Otto helps advisers deliver personalised, insightful client service at scale, driving deeper relationships and business growth **David Newman, CEO, Firenze** **Lombard Lending: Compete with Private Banks** ✅ How Lombard lending works and why it’s a game-changer for advisers ✅ How to integrate it into your proposition to enhance client retention ✅ How clients can apply in minutes and access funds within days **Alan Gurung, Co-founder & CEO, Advisory AI** **The Invisible Workload: How Financial Advisers Can Escape the Admin Trap** ✅ Identify which admin tasks to automate first for maximum time savings  ✅ Apply proven strategies to double client capacity without hiring more staff **Hardy Michel, Co-Founder, Marloo** **Marloo: Scale Impact, Not Admin** ✅How Marloo AI automates the creation of client meeting notes, how the AI creates a client centric database of information, and how that information can be used. ✅How Marloo AI can contribute to client relationship management, enabling proactive, personalised advice and its potential impact on practice development. ![Samantha Russell](https://adviser3point0.co/hs-fs/hubfs/Samantha%20Russell.png?width=1200&height=1200&name=Samantha%20Russell.png) ##### **Samantha Russell, Chief Evangelist at FMG** What sets the fastest-growing financial advice firms apart? It’s not just great service—it’s strategic, high-impact marketing. Samantha Russell, Chief Evangelist at FMG, reveals the marketing tactics that today’s most successful firms are using to attract more clients, build trust at scale, and stand out in a crowded market. From digital presence to client engagement strategies, this session will break down the exact approaches that drive real growth—and how you can apply them to your own business. If you want to supercharge your marketing and accelerate your firm’s success, this is a must-attend session. **Key takeaways:** ✅ The marketing strategies that separate hyper-growth firms from the rest ✅ Actionable tactics to attract, engage, and convert more ideal clients ![Connecting wealth with purpose](https://adviser3point0.co/hs-fs/hubfs/Connecting%20wealth%20with%20purpose.png?width=1200&height=1200&name=Connecting%20wealth%20with%20purpose.png) ##### Katherine Waller & Ollie Saiman, Cofounders, SixDegrees For entrepreneurs and business owners with £3M–£50M in investable assets, wealth is no longer just about accumulation - it’s about purpose. Yet, many in this segment are over-invested and under-advised, lacking the strategic guidance to align their wealth with their values and aspirations. This session explores how financial planners can create a compelling proposition for these high-net-worth individuals - moving beyond portfolio management to deliver deep, purpose-driven advice. Discover how to engage clients in conversations about purpose, their ecosystem and what influences them, elevating your role from adviser to trusted partner in their wealth journey. **Key takeaways:** ✅ How to position your firm to attract and serve the £3M–£50M client segment effectively ✅ Strategies to connect wealth with purpose and build deeper, more meaningful client relationships ![pensions death and taxes](https://adviser3point0.co/hs-fs/hubfs/pensions%20death%20and%20taxes.png?width=1200&height=1200&name=pensions%20death%20and%20taxes.png) ##### Claire Trott, Director, Technical Connection The landscape of pensions, death, and tax planning is evolving rapidly, and the changes coming post-2027 will reshape how we advise clients on their long-term financial strategies. **Claire Trott, Director at Technical Connection**, explores the key developments on the horizon and how to prepare for them now. In this session, Claire will aim to uncover the crucial pension, tax, and estate planning strategies that will be vital for clients in the years to come. Learn how to navigate upcoming legislative changes, optimise tax efficiency, and provide clients with robust, future-proof advice to ensure their wealth is protected and passed on as they intend. **Key takeaways:** ✅ Key pension, death, and tax changes expected after 2027—and how to adapt your strategies ✅ Actionable insights to enhance client planning and ensure long-term financial security ![Wealth matters](https://adviser3point0.co/hs-fs/hubfs/Wealth%20matters.png?width=1200&height=1200&name=Wealth%20matters.png) ##### Julian Gilbert & Katherine Pautard, Wealth Matters Scaling a financial planning business requires more than just growing your client base—it’s about building the right structure and team to support sustained success. Julian Gilbert & Katherine Pautard from Wealth Matters share the proven strategies that enabled their firm to scale to a multi-million pound business, with Certified/Chartered advisers and support staff. In this session, you’ll learn that to grow beyond a certain scale, you will need to create a senior leadership team, truly understand your company finances and know the key drivers of organic and inorganic growth. If you want to scale effectively without losing the personal touch, this session will show you how. **Key takeaways:** ✅ How to scale your firm to £4M+ in revenue with a lean, efficient team ✅ Strategies for building a strong, client-centric support structure ![Capoeira](https://adviser3point0.co/hs-fs/hubfs/Capoeira.png?width=1200&height=1200&name=Capoeira.png) In this immersive session, participants will **learn the fundamental movements** of Capoeira, including the **Ginga** (the signature rhythmic step), basic **kicks, dodges, and transitions**, and, depending on the group’s ability, an introduction to **basic acrobatics**. Guided by experienced practitioners, you’ll explore the flow and creativity that make Capoeira unique, while building agility, coordination, and confidence. Whether you’re a complete beginner or have experience in movement-based disciplines, this workshop will introduce you to the **foundations of Capoeira** in an engaging and supportive environment. **Experience: **✅ Develop a strong understanding of **Capoeira’s fundamental stances, kicks, and evasions**. ✅ Gain an introduction to **Capoeira’s acrobatic elements** (tailored to the group). ✅ Improve **mobility, balance, and coordination** while having fun  ## All Our Dynamic and Inspiring Speakers ![Headshots-Graphic-TP](https://adviser3point0.co/hs-fs/hubfs/Headshots-Graphic-TP.png?width=375&height=375&name=Headshots-Graphic-TP.png) ##### **Major Tim Peake CMG** The first British ESA astronaut to visit the International Space Station ![Meghaan-Lurtz](https://adviser3point0.co/hs-fs/hubfs/Meghaan-Lurtz.png?width=375&height=375&name=Meghaan-Lurtz.png) ##### Dr Meghaan Lurtz Leading expert on the psychology of financial planning ![Headshots-Graphic-CH](https://adviser3point0.co/hs-fs/hubfs/Headshots-Graphic-CH.png?width=375&height=375&name=Headshots-Graphic-CH.png) ##### Sir Chris Hoy MBE Sporting icon and British Olympic legend. ![A3.0-2025-Headshots-Graphic-Daniel-Crosby](https://adviser3point0.co/hs-fs/hubfs/A3.0-2025-Headshots-Graphic-Daniel-Crosby.png?width=375&height=375&name=A3.0-2025-Headshots-Graphic-Daniel-Crosby.png) ##### Dr Daniel Crosby Psychologist & Bestselling Author of The Soul of Wealth ![AO-Test-3](https://adviser3point0.co/hs-fs/hubfs/AO-Test-3.png?width=375&height=375&name=AO-Test-3.png) ##### Abraham Okusanya Founder & CEO Timeline ![Samantha-Russell](https://adviser3point0.co/hs-fs/hubfs/Samantha-Russell.png?width=375&height=375&name=Samantha-Russell.png) ##### Samantha Russell Chief Evangelist FMG ![Brett-Davidson](https://adviser3point0.co/hs-fs/hubfs/Brett-Davidson.png?width=375&height=375&name=Brett-Davidson.png) ##### Brett Davidson Founder of FP Advance and the Uncover Your Business Potential Programme ![Katherine-Waller](https://adviser3point0.co/hs-fs/hubfs/Katherine-Waller.png?width=375&height=375&name=Katherine-Waller.png) ##### Katherine Waller Co-Founder Six Degrees ![Sarah-Steele](https://adviser3point0.co/hs-fs/hubfs/Sarah-Steele.png?width=375&height=375&name=Sarah-Steele.png) ##### Sarah Steele Operations Director Yellowtail Financial Planning ![Tom-Morgan](https://adviser3point0.co/hs-fs/hubfs/Tom-Morgan.png?width=375&height=375&name=Tom-Morgan.png) ##### Tom Morgan DipPFS Founder & Financial Planner Orca Wealth ![Karthica-Underwood](https://adviser3point0.co/hs-fs/hubfs/Karthica-Underwood.png?width=375&height=375&name=Karthica-Underwood.png) ##### Karthica Underwood COO Timeline ![Ollie-Saiman](https://adviser3point0.co/hs-fs/hubfs/Ollie-Saiman.png?width=375&height=375&name=Ollie-Saiman.png) ##### Ollie Saiman Co-Founder Six Degrees ![Verona-Kenny](https://adviser3point0.co/hs-fs/hubfs/Verona-Kenny.png?width=375&height=375&name=Verona-Kenny.png) ##### Verona Kenny Chief Distribution Officer abrdn ![James-Dent](https://adviser3point0.co/hs-fs/hubfs/James-Dent.png?width=375&height=375&name=James-Dent.png) ##### James Dent Founder Director The Family Elephant ![Chirine-Harb](https://adviser3point0.co/hs-fs/hubfs/Chirine-Harb.png?width=375&height=375&name=Chirine-Harb.png) ##### Chirine Harb Chief Operating Officer Capital Asset Management ![Julian-Gilbert](https://adviser3point0.co/hs-fs/hubfs/Julian-Gilbert.png?width=375&height=375&name=Julian-Gilbert.png) ##### Julian Gilbert Founder & Director Wealth Matters ![Heather-Murray](https://adviser3point0.co/hs-fs/hubfs/Heather-Murray.png?width=375&height=375&name=Heather-Murray.png) ##### Heather Murray Founder & CEO AI for Non-Techies ![A3.0-2025-Headshots-Graphic Simon Rogerson](https://adviser3point0.co/hs-fs/hubfs/A3.0-2025-Headshots-Graphic%20Simon%20Rogerson.png?width=375&height=375&name=A3.0-2025-Headshots-Graphic%20Simon%20Rogerson.png) ##### Simon Rogerson Founder and CEO Octopus Group ![Catherine-Puttard](https://adviser3point0.co/hs-fs/hubfs/Catherine-Puttard.png?width=375&height=375&name=Catherine-Puttard.png) ##### Katherine Pautard CFP™ Partner Wealth Matters ![A3.0-2025-Headshots-Graphic-18](https://adviser3point0.co/hs-fs/hubfs/A3.0-2025-Headshots-Graphic-18.png?width=375&height=375&name=A3.0-2025-Headshots-Graphic-18.png) ##### Nick Eatock CEO and Co-Founder intelliflo ![Claire-Trott](https://adviser3point0.co/hs-fs/hubfs/Claire-Trott.png?width=375&height=375&name=Claire-Trott.png) ##### Claire Trott  Divisional Director of Retirement & Holistic Planning St James's Place 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![Adviser-3.0-Gunner-and-co-logo](https://adviser3point0.co/hs-fs/hubfs/Adviser-3.0-Gunner-and-co-logo.png?width=600&height=300&name=Adviser-3.0-Gunner-and-co-logo.png) ##### Retirement, investing and fintech #### Retirementals Not your average financial podcast, Retirementals is hosted by Abraham Okusanya. Tune in for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech. [Tune in here](https://www.retirementals.co.uk/) ![Retirementals_GEN](https://adviser3point0.co/hs-fs/hubfs/Retirementals_GEN.jpg?width=500&height=500&name=Retirementals_GEN.jpg) ##### Investment Commentary #### The Investing Show The Investing Show, powered by Timeline, is a brand new show presented by Robin Powell and Abraham Okusanya, designed to help people make sensible investment decisions. We look at the latest developments in the investment industry and show investors how to access good financial advice. [YouTube](https://www.youtube.com/channel/UCltxkWn8xRYTNKjmZBhI-EQ) ![The-Investing-Show_TC_S](https://adviser3point0.co/hs-fs/hubfs/The-Investing-Show_TC_S.jpg?width=500&height=500&name=The-Investing-Show_TC_S.jpg) [![Timeline Logo - MFL - W](https://adviser3point0.co/hubfs/Timeline%20Logo%20-%20MFL%20-%20W.svg) ](https://www.timeline.co) - [* * ](https://www.linkedin.com/company/timeline-tech-limited/) - [* * ](https://www.facebook.com/TimelineappTechLimited) - [* * ](https://twitter.com/Timeline_Tech) - [* * ](https://www.instagram.com/timelineapp/) - [Timeline Planning](https://www.timeline.co/planning) - [Timeline Portfolios](https://www.timeline.co/portfolios)    **©2026 Timeline Holdings Ltd. All rights reserved. [Privacy Policy ](https://adviser3point0.co/privacy-policy)VAT number 437083884.**   Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. 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