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Meet the team
Our team of seasoned professionals is waiting to extend our support to you. Learn more about our individual credentials and experience.
You?
We are building the UK’s best financial planning firm to help with the complex and evolving needs of people at retirement and after. If you hold at least the Advanced Diploma in Financial Planning and are passionate about developing and maintaining the highest levels of knowledge and service, we would love to hear from you.
We can offer you and your clients access to cutting-edge planning technology, hyper-efficient portfolio management, and specially negotiated reductions to provider fees (where investments exceed £500,000). Contact us today to learn more about the exciting opportunities available. No scuba experience necessary.
We are a member of a network of over 400 financial advisers, known as 2plan. This gives us access to advanced financial planning tools, research and compliance as well as the ability to negotiate preferential product terms with providers as a collective. This membership makes us an “appointed representative” of the network although we only ever act on behalf of our clients and have a fiduciary duty to you.
Where other cash flow models may use basic assumptions to attempt to predict the future, Timeline provides cutting edge cash flow technology using the most robust real world data available. This allows us to give our clients the highest level of confidence possible in their planning. If appropriate, our clients also enjoy exclusive terms on their hyper cost-efficient portfolios of investments.
SOLLA was established in 2008 as a not-for-profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. That ethos aligns perfectly with our own, which is why our managing partner, Peter Ditchburn, made the commitment to becoming a fully accredited SOLLA adviser.
My Care Consultant saves families time and energy by providing them with independent information and guidance so they can make informed decisions about their care as early on in the process as possible. We are extremely proud of the association between our companies and how this benefits families with care needs.
Mike and Eve
Clients since 2010
Working with Deep Dive, reliable is the word that comes to mind.
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Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
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Jamie Kyte, Chartered Financial Planner
Pete’s used to doing this and creating plans for people so that they know how to reduce their inheritance tax, but also ensure that they’ve got enough money no matter what.
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Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
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