Timeline’s Digital Factfind enables advisers to pull together their clients’ financial objectives and capture the details of their current financial situation - including all the core areas like:

  • Goals & objectives

  • Income

  • Expenditure

  • Investments

  • Savings

  • Pension

  • Assets

  • Debts

All steps are optional, so clients can skip past anything they are not sure of and discuss it with their adviser when they next meet.

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