Timeline Wealth Management

Timeline Wealth Management is a team with knowledge and experience in financial services, providing independent advice for personal and corporate clients. They offer financial advice throughout various life stages, including saving, pension planning, and wealth transfer.
  • Pension planning
  • Investment strategies
  • Bespoke financial advice
  • Corporate benefit schemes
  • Wealth management services
  • Financial wellbeing platforms
Size
Small
Phone
N/A
Website
timelinewealth.com
Email
N/A
Locations
9 Commerce Rd, Lynch Wood, PE2 6LR
03301116242
9:00 - 17:00
42-44 Carter Ln, EC4V 5EA
03301116242
Digital Popularity
Social Media
Competitors
Consilium Wealth Management Ltd
Consilium Wealth Management provides expert advice and support on all aspects of personal and business finance.
Pentins Financial Planners
Pentins Financial Planners is an independent financial advisory firm that focuses on wealth maximisation for business owners while considering their personal futures.
Company Details
Timeline Wealth Management is operated by Timeline Wealth Management Limited and is a Active company incorporated on 8 January 2013 with the registered office located in Peterborough, Cambridgeshire. Timeline Wealth Management Limited was registered 12 years ago.
Status
Active
Size
Micro
Directors
2
Age
12 years old
Employees
6
Turnover
Unreported
Total Assets
£308.96K
Cash in Bank
Unreported
Total Liabilities
-£126.27K
Alison Jayne Barnes
Director • British • Lives in UK • Born in Sep 1975
Marc Barnes
Director • British • Lives in UK • Born in Dec 1969
Mr Marc Barnes
PSC • British • Lives in UK • Born in Dec 1969
Barnes Financial Holdings Limited
PSC
More information on Timeline Wealth Management Limited
Teams
All
2
Management
1
Other
1
Marc Barnes
Company Owner
Andrea Beardsell
Financial Seevices Administrator • Joined Aug 2015
Marc Barnes
Company Owner
Andrea Beardsell
Financial Seevices Administrator • Joined Aug 2015