Timeline Wealth Management
TW
Financial Advisors
Timeline Wealth Management
9 Commerce Rd, Peterborough PE2 6LR
# Timeline Wealth Management
Timeline Wealth Management is an independent financial advisory firm based in Peterborough, serving personal and corporate clients across the East of England and beyond. Founded on principles of personal care and transparency, the firm provides comprehensive financial guidance tailored to individual circumstances and life stages.
The team, led by Marc Barnes and Andi, specialises in navigating clients through major financial decisions—from establishing initial savings plans and building capital, through pension arrangement and retirement planning, to wealth succession planning. Their corporate division designs and implements employee benefit schemes for organisations across all sectors and sizes, ensuring schemes align with business objectives.
What distinguishes Timeline is their emphasis on accessibility and trust. Rather than employing jargon, they explain financial matters in clear, simple language. Clients consistently praise their empathetic approach, particularly when guiding people through stressful periods or significant life transitions. With Marc's track record spanning over two decades—some clients have worked with him since 2003—the firm has built a reputation for reliability, timely execution and thorough follow-through on recommendations.
Their independent status means advice isn't tied to particular product providers, allowing genuinely unbiased recommendations. The team combines technical expertise in investments, tax planning and pension optimisation with an approachable manner that makes complex financial decisions feel manageable. This blend of professional competence and genuine care for client wellbeing forms the foundation of their sustained client relationships.
Timeline Wealth Management is an independent financial advisory firm based in Peterborough, serving personal and corporate clients across the East of England and beyond. Founded on principles of personal care and transparency, the firm provides comprehensive financial guidance tailored to individual circumstances and life stages.
The team, led by Marc Barnes and Andi, specialises in navigating clients through major financial decisions—from establishing initial savings plans and building capital, through pension arrangement and retirement planning, to wealth succession planning. Their corporate division designs and implements employee benefit schemes for organisations across all sectors and sizes, ensuring schemes align with business objectives.
What distinguishes Timeline is their emphasis on accessibility and trust. Rather than employing jargon, they explain financial matters in clear, simple language. Clients consistently praise their empathetic approach, particularly when guiding people through stressful periods or significant life transitions. With Marc's track record spanning over two decades—some clients have worked with him since 2003—the firm has built a reputation for reliability, timely execution and thorough follow-through on recommendations.
Their independent status means advice isn't tied to particular product providers, allowing genuinely unbiased recommendations. The team combines technical expertise in investments, tax planning and pension optimisation with an approachable manner that makes complex financial decisions feel manageable. This blend of professional competence and genuine care for client wellbeing forms the foundation of their sustained client relationships.
Services offered
Wealth management advicePension planningRetirement planningTax planningInvestment strategyEmployee benefit schemesCorporate pension arrangementsInheritance and succession planning