The Timebank
The Timebank provides support for advisers and planners by managing administrative tasks and workflow fluctuations. Established in 2002, they offer a flexible addition to teams, allowing businesses to focus on client relationships while ensuring service delivery.
- Paraplanning support
- Due diligence reports
- Administrative assistance
- Client review coordination
- MiFID II interim suitability reviews
Locations
Company Details
The Timebank is operated by The Timebank (UK) Limited and is a Active company incorporated on 19 April 2007 with the registered office located in Hereford, Herefordshire. The Timebank (UK) Limited was registered 18 years ago.
Status
Active
Size
Micro
Directors
2
Age
18 years old
Employees
50
Turnover
Unreported
Total Assets
£576.79K
Cash in Bank
£95.56K
Total Liabilities
-£339.32K
Teams
18
14
2
2
2
1
Technical Support Executive • Joined Apr 2018
Paraplanning Support • Joined Aug 2023
Paraplanner
Paraplanner • Joined Jun 2021
Paraplanner • Joined Apr 2024
Trainee Paraplanner • Joined Jan 2025
Senior Paraplanner • Joined May 2018
Trainee Paraplanner • Joined Nov 2022
Financial Planning Quality Assurance • Joined Oct 2022
Trainee Paraplanner • Joined Jun 2024
Paraplanner
Paraplanner • Joined Jun 2021
Paraplanner • Joined Apr 2024
Trainee Paraplanner • Joined Jan 2025
Senior Paraplanner • Joined May 2018
Trainee Paraplanner • Joined Nov 2022
Trainee Paraplanner • Joined Jun 2024
Trainee Paraplanner • Joined Aug 2023
Trainee Paraplanner • Joined Oct 2024
Trainee Paraplanner • Joined Sep 2023
Technical Support Executive • Joined Apr 2018
Paraplanning Support • Joined Aug 2023
Technical Support Executive • Joined Apr 2018
Paraplanning Support • Joined Aug 2023
Technical Support Executive • Joined Apr 2018
Hybrid • Joined Jun 2023
Financial Planning Quality Assurance • Joined Oct 2022
View 18 members