The Timebank is the longest established, fully bespoke Paraplanning service in the UK. They have built a reputation in the industry for integrity, technical excellence and above all commercial awareness through embracing the need for high quality individuals supported by innovative technology.

Rather than seeing itself as a service, The Timebank operate as a partner to its IFA clients, going to great lengths to discover not only their needs, but most importantly their aspirations and goals.

Their Paraplanners are either Chartered or Certified qualified and they are supported by a team of administrators. Their clients range from individual adviser firms through to Micro Boutique Wealth Managers and Discretionary Investment Managers up to larger firms with national exposure all of whom have moved from, or are moving from, the transactional model.

Aside from the day to day case work, The Timebank spends a great deal of their time helping their IFAs develop and adapt to the changing market place through providing a distinct, individualised, compliant service based on sound financial planning principles. Above all else, The Timebank believes that helping IFAs to have satisfied clients is helping IFAs to build a sustainable, profitable business model.