A message from Nigel Ashfield.
A big thank you to everyone who has followed and enjoyed this year’s 12 TIMEly days of Christmas campaign, what a great way to look back over the last year.
To take another look at the last 12 working days using the tabs below.
All that is left to say is Merry Christmas and a Happy New Year from everyone at TIME. Watch a short message below from Managing Director, Nigel Ashfield.
We’ve included a short roundup below of the 12 Timely days of Christmas campaign.
- Day 1 – TIME receives independent recognition (again!) for our services and our wider team.
- Day 2 – Roger Skeldon kicked off 2019 by being promoted to Co-Fund Manager.
- Day 3 – Our renewable energy portfolio is equivalent to planting 35 million trees.
- Day 4 – 2019 saw us welcome a host of new joiners!
- Day 5 – Making TIME for others.
- Day 6 – TIME has new meaning: Carefully Considered Investments.
- Day 7 – TIME hit the road.
- Day 8 – A big welcome to our new little TIMErs.
- Day 9 – TIME’s nationwide sales team continues to excel and grow.
- Day 10 – Shout out to the long standing members of the TIME team.
- Day 11 – Timely support.
- Day 12 – A message from Nigel Ashfield.
We released the Second Edition of our hugely successful Adviser’s Guide to Business Relief (BR) in September, offering practical advice for financial advisers looking to make use of this attractive estate planning option.
The Second Edition follows on from the launch of the ground-breaking guide in January 2018. The guide was the first of its kind, taking a holistic approach to BR to simplify this complex area of tax planning. The first edition proved hugely successful with over 5,000 copies requested.
The new edition offers:
• Insight on the Inheritance Tax (IHT) landscape
• Analysis of the recent Office of Tax Simplification’s IHT review
• Support on due diligence best practice
• Practical case studies showing BR in action
• Guidance on working with vulnerable clients
We are dedicated to supporting the adviser community and fully committed to ensuring that our advisory partners remain informed and up to date on IHT planning opportunities, as such we host regular educational events including webinars.
Advisers can request a copy here.
Shout out to the long standing members of the TIME team.
We would like to take this opportunity to recognise the 12 members of staff that have now been at TIME for over 10 years.
This includes, three of our four partners; Nigel Ashfield, Managing Director, Anthony Buckley, Compliance Director and Stephen Daniels, Head of Investments, along with numerous other members of the senior team.
Nigel Ashfield said of the team “I’m proud of the excellent team I work with at TIME; I know each and every one of them and I’m confident we’ve recruited the best of our industry.”
As a growing business we are often on the look out for people who fit our business culture and our vision on how to deliver excellence to our clients. If you are interested in joining us take a look at our current vacancies here.
We are extremely proud of our team and see it as a ringing endorsement of the culture we have built at TIME that so many want to stay with us for the long term. We look forward to many more of the team reaching this milestone, and retaining the low turn over rate we have across the business.
TIME’s nationwide sales team continues to excel and grow.
Our nationwide Business Development team has grown to over 30 throughout 2019, including 12 field-based managers providing regional face-to-face support and development, backed up by an office-based team offering technical support by phone and email. The Business Development team has doubled in size over the last three years to meet adviser demand and works alongside our marketing team of 4.
The internal team, based in our central London office has continued to excel throughout the year, with numerous members of the team taking (and passing!) RO1 – RO4 exams. The team was also recognised at the Growth Investor Awards 2019, where we were runners up in the Team of the Year Category. What a great achievement!
Senior Business Development Manager, Henny Dovland, was also recognised for her outstanding commitment to the advisory community and was nominated at this year’s Women in Financial Advice Awards in the category of ‘Adviser Support Services’. Henny is a regular contributor to industry debates and often quoted in the trade press as an authority on BR and estate planning.
Andy Fitz at Oculus said of the team “TIME makes it easy to invest with them. Their business development team always answers my queries swiftly and their technical knowledge of BR options means that I always come away armed with the knowledge required to effectively address any of my clients’ concerns. The breadth of TIME’s nationwide team of field-based managers also makes face-to-face meetings possible whenever I need them. It’s this level of support that makes investing with TIME straightforward.”
A big welcome to our new little TIMErs.
TIME welcomed three babies this year. Elizabeth Greene welcomed her baby boy in September, Edward Mole welcomed a boy in October and so did Chris Cox, in December.
The team is very excited as we also have three more expected over the Christmas period, good luck to all the expectant parents.
Elizabeth Greene will be back from maternity leave and meeting with Advisers from January within the Midlands and Central Wales region. Welcome back, Liz! Oliver Papa will continue to be your point of contact for the region within the office.
To find out your point of contact in the office, or within the regions, take a look at our BDM map.
TIME hit the road.
We are dedicated to supporting the adviser community, helping them stay up to date with industry news and changes. This year we have hosted over 40 events and 12 webinars, reaching out to thousands of advisers.
We have also worked closely with adviser service providers, networks and national firms to offer dedicated educational training. We have supported over 100 educational conferences with partners including Intelligent Partnership, the PFS and SimplyBiz to name a few.
The Great Wealth Transfer
The Great Wealth Transfer series of events, which focus on intergenerational tax planning, were a highlight for the TIME team. Across the series we have held 27 events, nationwide, with nearly 1,000 advisers booked to attend. We recently ran a webinar, for The Great Wealth Transfer, for those who were unable to attend one of our locations.
TIME has new meaning: Carefully Considered Investments
In June we launched our new TIME brand; the new branding, developed following research amongst advisers and clients, references the ‘golden hour’ – the time of day when the sun is rising and setting and there’s a sense of calm and positivity.
TIME has grown rapidly over the last few years and we felt it was time to update our brand to more clearly represent our defensive investment philosophy and our focus of generating long-term predictable returns from real assets. Our mantra is that TIME Investments lets you rest easy knowing that our products are carefully considered and consciously risk adverse.
Nigel Ashfield, Managing Director of TIME Investments said of the rebrand: “Over the past eight years, we have grown a strong and stable business and, despite volatile markets, have enjoyed inflation beating returns every year. The fresh branding helps set us up for the next stage of our development by ensuring clients understand our core values. We are well known for investments that deliver steady and predictable returns and want the brand to better reflect our ethos of understanding our clients and prioritising their interests, so that they have peace of mind.”
Watch our launch video below
Making TIME for others.
Throughout 2019, TIME Investments has been supporting Alzheimer’s Society as our corporate charity for the year. The team has organised several events, including raffles, bake sales and quiz nights.
Alzheimer’s Society dedicates its time to campaigning for research and funding as well as taking time to support those living with dementia. For more information on all the amazing work our chosen charity is doing, visit their website here.
At TIME, our dedicated TIMErs team, made up of staff from each department work together throughout the year to put on as many charity events as possible that everyone can participate in. The team are working hard to shortlist a number of charities for staff to choose between for 2020. Keep posted for more on TIME’s charity efforts!
Take a look at some photos below.
TIME’s charity Halloween bake sale – October 2019
TIME’s charity quiz night – May 2019
2019 saw us welcome a host of new joiners!
At TIME we are really proud of the team that we have built. Now in our 9th year we have seen our business and our team grow massively over the years.
Although there are now a lot more of us, we still retain the same ethos at heart – we genuinely care about delivering the best service possible to all our clients – internal and external.
We believe that achieving this goes hand in hand with looking after our staff and supporting them to develop and deliver to the best of their abilities. It’s one of the reasons we have such low turnover of people in the business.
You can read more about our journey and what we do on our website.
If you are interested in joining our award winning team then take a look at our latest vacancies.
A record year for renewables; our renewable energy portfolio is equivalent to planting 35 million trees.
Our private client capital preservation focussed Business Relief service, TIME:Advance, has grown its renewable energy portfolio with a number of solar acquisitions this year, including a portfolio of nine solar farms in southern England. The new acquisitions mean that TIME’s solar portfolio is now the second biggest in the IHT market.
Our commitment to renewable energy has led to the recruitment of three new staff members over the last six months, growing the renewables team to nine. Our renewable energy portfolio now generates nearly 250 MWh, generating enough energy to power 80,000 UK homes or 50 million 5W lightbulbs per year! This offsets 70,000 tonnes of carbon dioxide, the carbon footprint of 15,000 UK homes and the equivalent of planting 35 million trees.
Troughton solar farm
Roger Skeldon kicked off 2019 by being promoted to Co-Fund Manager of TIME:Commercial Long Income and TIME:Social Long Income.
Roger has over 15 years’ experience in fund management, finance and commercial property, and has been at TIME Investments operating as Assistant Fund Manager for TIME:Commercial Long Income and TIME:Social Long Income since their inception. Previously, Roger was an Assistant Director at Close Brothers Group PLC’s asset management division. To read the full press release on Roger’s promotion, click here.
Over the year, Roger has built TIME:Commercial Long Income to an AUM of over £430 million, diversifying into various new sectors, including Office Buildings. In September, TIME:Commercial Long Income made its largest acquisition to date, purchasing Temple Quay House in Bristol’s Business District for over £70million. To view the Asset in Focus for this property, click here.
TIME receives independent recognition (again!) for our services and our wider team.
We were delighted to win a hat trick at this year’s Investment Week Tax Efficiency Awards! We were thrilled to win back the Best IHT Portfolio Service award, which we had previously won in 2017. TIME:AIM picked up its second award of the year and was named Best AIM Portfolio Service – Tax Efficient and Estate Planning Specialist. We were humbled to also be crowned Tax Efficient Group of the Year, this is the highest accolade and recognises providers who not only create well managed tax-efficient investments but also promote a greater understanding of the sector.
TIME:Commercial Long Income won the ‘Property and Real Estate’ award at Investment Week’s Specialists Investment Awards for the second year in a row. Follow this link to see who was also successful at the awards. Roger Skeldon, Co-Fund Manager of TIME:Commercial Long Income and TIME:Social Long Income picked up the award on the day from ‘The Thick of It’ Actor, Alex MacQueen.
TIME:AIM picked up its first award at this year’s Growth Investor Awards for ‘Best BR Investment Manager – Listed’. This is the third time we’ve been named ‘Best BR Investment Manager’ and previously held titles in 2015 and 2018. For five years, these awards have shone a spotlight on the providers who have an impact beyond investment: creating jobs, boosting economic growth, and supporting innovation. With the growth capital they provide, ambitious businesses are able to scale up and make the UK one of the most dynamic places in the world in which to start a business. For more information, follow this link.
Our wider team has also been recognised and we were commended for ‘Service Beyond the Call of Duty’ at the Moneyfacts Investment Life & Pensions Awards. We were also runner up in the brand-new category ‘Team of the Year’ at the Growth Investor Awards. The Moneyfacts annual awards recognise those companies that have consistently offered the most competitive products and the highest levels of service, as well as those that have shown the greatest innovation during the last 12 months.