Timeline Wealth Management Ltd
9 Commerce Road
Lynch Wood
Peterborough
Cambridgeshire
PE2 6LR
Our friendly and approachable team has an impressive depth and breadth of experience that means we’re best placed to deliver the right financial advice for you. We believe in creating bespoke wealth management solutions that are perfectly tailored to our clients’ business or personal needs.
By taking the time to understand the real requirements of our clients, we create the right portfolio to suit them. Working with award-winning discretionary fund managers, we advise clients on the potential risks and rewards in a clear and transparent way.
Working with our trusted portfolio of professional associates, we deliver the best blend of investment products that will produce the desired result, time after time.
We have a simple and upfront fee structure, where all initial and ongoing costs are thoroughly explained, giving our clients peace of mind that there won’t be any surprises down the road.
Timeline Wealth Management Limited is authorised and regulated by the Financial Conduct Authority no. 596827.
Timeline Wealth Management Limited is a Limited Company registered in England & Wales no. 8352322.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.