Adviser 3.0

Change Agents

18 MAY 2023

133 Houndsditch, London, EC3A 7DB

Exceptional Speakers

At Adviser 3.0 you can expect dynamic and inspiring keynote speakers, full throttle panel sessions and cutting edge tech demos
Deborah Meaden (1)

Deborah Meaden

TV Personality & Entrepreneur

Deborah is a business leader, author and is well known for her role as an investor on Dragons Den which she joined in 2006.

Deborah supports ethical, fair practice both in business and in life believing that taking care of the environment and wildlife is essential for our future security and wellbeing. She is actively involved in a carefully selected group of environmental charities; is a fellow of the WWF, a trustee of Tusk Trust, an ambassador for the Marine Conservation Society, World Horse Welfare and recently the RSPB amongst others. She has become a CIWF Compassion Visionary.

In early 2022 Deborah co-hosted the first series of The Big Green Money Show with Felicity Hannah, looking at company impact on the planet as well as how sustainability can be viewed as an opportunity or an inconvenience.

In July 2023 her book ‘Why Money Matters’ was published; an accessible guide to the world of money for 6 to 9 year olds and became an instant best seller.

Gino-Wickman

Gino Wickman

Author, Speaker, Teacher, Entrepreneur 

An entrepreneur since the age of 21, Gino had an obsession for learning what makes businesses thrive.

At 25 he took over the family business, which was deeply in debt and in need of help. After turning the company around and running it for seven years, he and his partners successfully sold the company.

Gino then set out to help business owners and leaders get what they want out of their businesses. Based on his years of real-world experience, he created the Entrepreneurial Operating System (EOS), a practical method for helping companies achieve greatness.

He is also the author of the award-winning, best-selling book Traction: Get a Grip on Your Business, which has sold over 1 million copies, as well as five other books in the Traction Library that have sold over 2 million copies.

UPCOMING EVENTS

Consumer-Duty-&-Timeline-March

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

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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

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Timeline Tours - Monthly

1-hour virtual tour of our Planning and Portfolios services led by one of our experts. Informal demo with Q&A.

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Masterclass 2023

Our team and some special guests take you through how real advisers are using Timeline to deliver excellent client outcomes.
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Get Started With Timeline Planning

Online sessions aimed at new registrants and advisers who haven’t yet created their first three plans.

Main Stage

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Abraham Okusanya

Founder & CEO

Timeline

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Heather Hopkins

Founder & MD 

NextWealth
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Ola Abdul

CEO
 
Fundment
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Cathi Harrison

Founder and CEO

The Verve Group
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Richard Rowney

CEO

Nucleus
Gretchen-Betts

Gretchen Betts

MD

Magenta Financial Planning

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Matt Pitcher

Managing Partner 

Altor Wealth Management

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James Reiss

CEO

David James Wealth

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Stephen Gazard

Chief Distribution Officer

Quilter
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Martin Jennings

CEO

Parmenion

Breakout Sessions

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Nicki Hinton-Jones

CIO

Timeline

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Victoria Sena

Chief Operating Officer

Six Degrees

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Dr Dominika Sieradzka-MacCuirc

Founder

RIE Solutions

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Kate Phillips

Regional Director

Timeline

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Dan Haylett

Director Head of Growth

TFP Financial Planning

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Sarah Steele

Operations Director

Yellowtail Financial Planning

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Philippa Hann

Head of Solicitor Engagement

RQ

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David Jones

Head of UK & Ireland Advisor Group

Dimensional Fund Advisors

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Alex Crowther

Investment Analyst

Timeline

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Olivia Maynard

Operations Director

TFP Financial Planning

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Paul Turner

Managing Director
 
Just Group
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Helena Wardle

Founder & CEO
 
Money Means
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Karen Ritchie

Director
 
Karen Ritchie Financial Planning
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Hiren Panchal

Vice Chair
 
Institute for Financial Wellbeing
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Katherine Waller

Co-Founder
 
Six Degrees Wealth
John-Roe

John Roe

Head of Multi-Asset Funds
 
Legal & General Investment Management
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David Ferguson

CEO
 
Seccl
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Jake Bernardi

Director
 
57 North Financial Planning
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Nick Eatock

CEO
 
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Louise Jeffreys

Managing Director
 
Gunner & Co.
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Ed Carey

CCO
 
Timeline
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Louise Osborne

Partner
 
Albert Goodman
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Julian Gilbert

Founder and MD
 
Wealth Matters
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Annabel Melvin

Head of Launch
 
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Pete Ridlington

CEO & Founder
 
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Thomas Hogg

VP of Product
 
Timeline

Our Partners

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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.

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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.

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