--- title: Adviser 3.0 - Secrets to Scaling Financial Planning Businesses Beyond £5 Million Revenue description: Ready to skyrocket your financial planning business to new heights? Prepare to delve deep into the triumphs and tribulations of scaling your financial planning business. image: https://adviser3point0.co/hubfs/Secrets-to-Scaling-Financial-Planning-Businesses-Beyond-%C2%A35-Million-Revenue.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) ![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) #### Adviser 3.0 Presents ## Secrets to Scaling Financial Planning Businesses Beyond £5 Million Revenue  ![Secrets to Scaling - SQ2](https://adviser3point0.co/hs-fs/hubfs/Secrets%20to%20Scaling%20-%20SQ2.png?width=1920&height=1920&name=Secrets%20to%20Scaling%20-%20SQ2.png) ## What to expect... Ready to skyrocket your financial planning business to new heights? Prepare to delve deep into the triumphs and tribulations of scaling your financial planning business. Whether you're contemplating organic growth, acquisitions, or a hybrid approach, this session promises actionable tips for everyone in attendance. Expect a vibrant discussion that will equip you with the strategies and insights necessary to supercharge your growth. ## Meet the Speakers for this Session ## Julian Gilbert, Founder and MD at Wealth Matters Julian graduated from Aston University and founded Wealth Matters in 1999. Now a leading UK financial planning firm, it boasts numerous awards and a staff of 20. With a focus on nurturing talent and expanding services, Wealth Matters aims for £10 million in turnover by the decade's end. ![Speakers-Graphics-Julian](https://adviser3point0.co/hs-fs/hubfs/Speakers-Graphics-Julian.png?width=350&height=270&name=Speakers-Graphics-Julian.png) ![Speakers-Graphics-33](https://adviser3point0.co/hs-fs/hubfs/Speakers-Graphics-33.png?width=350&height=269&name=Speakers-Graphics-33.png) ## Louise Jeffreys, Managing Partner at Gunner & Co Renowned as a corporate finance and M&A virtuoso, Louise brings a wealth of expertise on financing strategies, including organic growth and acquisitions. Brace yourself for a wealth of eye-opening insight ## Zoe Till, Partner at Nelsons Zoe joined Nelsons in July 2018. She is a Partner and Chartered Financial Planner and Heads our specialist Investment Management team. Zoe’s areas of expertise include providing bespoke advice for Personal Injury, Court of Protection deputies and attorneys, alongside holistic financial planning for private clients and business owners. ![Speakers-Graphic-zoe-2](https://adviser3point0.co/hs-fs/hubfs/Speakers-Graphic-zoe-2.png?width=350&height=270&name=Speakers-Graphic-zoe-2.png) ![Speakers-Graphics-32](https://adviser3point0.co/hs-fs/hubfs/Speakers-Graphics-32.png?width=350&height=269&name=Speakers-Graphics-32.png) ## Ed Carey, CCO of Timeline (Chair) Steering the conversation is Ed Carey, Chief Commercial Officer of Timeline. With a wealth of industry experience under his belt, Ed promises to orchestrate a dynamic and engaging discussion that you won't want to miss. ## Book Your Adviser 3.0 Tickets Now! 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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. 70 Gracechurch Street 4th Floor, London, EC3V 0HR, United Kingdom, 020 3427 5467. View our [Private Policy](https://adviser3point0.co/privacy-policy)