IFA scheduling for discovery meetings, financial planning appointments, and annual reviews. No email back-and-forth, no ad trackers on the booking page.
Updated August 10, 2026
Financial advice involves some of the most sensitive conversations a client will ever have. If your scheduling tool harvests browsing data through ad-network pixels, the act of booking a meeting feeds an advertising profile. For a firm with FCA obligations and a duty of care around client data, that is not a trade-off worth making. Tymeslot collects only what the booking needs, runs no third-party trackers, and can be self-hosted by firms that want complete control over their client records.
Calendly, Acuity, and Square Appointments were built for sales calls and consumer-service bookings, which look nothing like a regulated practice subject to FCA and MiFID II expectations. They make it easy to flood a diary, but they have no native answer for the moments IFAs actually struggle with: a first contact that needs to feel professional and confidential, KYC paperwork captured without leaking through analytics, a fact-find intake that belongs only to the firm, or a retainer client whose annual review must be kept clear of prospect bookings.
The cost is measurable. A missed advice session at a typical £150–£250 hourly rate is real lost revenue, and every hour the principal adviser spends rescheduling by email is an hour not spent on billable advice or compliance file review. A tool built for regulated practice closes those gaps: deposits or retainer-fee prepayments mean prospects who book have skin in the game and you recover revenue when they ghost, separate event types keep retainer clients clear of discovery calls, intake forms stay private to the firm, and self-hosting puts every byte of KYC-adjacent data inside your own perimeter. Tymeslot was built around those needs.
Scheduling features shaped around how your practice works.
Configure distinct event types for discovery meetings, advice sessions, and annual reviews — each with its own duration, intake form, and booking link.
Tymeslot runs zero third-party analytics. Clients book meetings without their financial intentions being logged by advertising platforms.
Deploy on your own server so booking data never passes through a third-party cloud. Useful for firms with strict data residency or FCA compliance requirements.
Require a retainer prepayment or initial-consultation fee at booking. Prospects who have paid turn up, and you recover the fee when they don't. Refund windows and amounts are set per event type.
Send existing clients a direct booking link for their annual review at the right time each year — no chasing, no diary conflicts.
Works with both Microsoft 365 and Google Workspace so advisers at Microsoft-heavy firms and Google-native practices are equally well served.
Same profession. Completely different scheduling experience.
Without Tymeslot
With Tymeslot
How other Financial Advisors use Tymeslot every day.
IFAs typically see each client through several distinct meeting types over the course of a relationship. Each stage has different time requirements and preparation needs.
Many advisers see clients face-to-face at least once a year but handle interim reviews online. Managing two formats for the same client can create calendar chaos.
Clients who already know you should be able to book a follow-up in seconds, not navigate a public booking page designed for new prospects.
Adjust to match your practice and see your potential savings.
Drag the sliders to match your practice.
240
minutes saved per week
208.0
hours saved per year
€36,400
annual value of saved time
Connects to the tools you already use. No extra setup.
Core scheduling is always free. No credit card required.
Free
€0 / month
Pro
€9 / month
Try both booking themes live - no account needed.
Moving from another booking tool? See how Tymeslot compares with Calendly, Cal.com and others
A booking page for discovery calls, project check-ins, and client workshops. Clients pick a slot in their own timezone and you skip the email overhead.
Confidential client scheduling without the back-and-forth or the compliance risk. Legal consultation booking that keeps privileged data off third-party servers.
Cap your daily slots, give retainer clients a private link, and let everyone else self-book reviews, planning sessions, and quick calls. Your diary stays inside what you can actually deliver during the self-assessment rush.
Let clients book sessions and discovery calls 24/7 — your coaching app for zero-friction scheduling without the email chains.
Tymeslot 1.2 adds guest attendees with email RSVPs, private and direct booking links, and rich previews when you share a link.
Luka Breitig
June 19, 2026 · 4 min read
Tymeslot 1.1 adds custom booking questions, payment at the moment of booking, automatic Zoom meetings, and Slack notifications.
Luka Breitig
June 16, 2026 · 4 min read
Free plan available. No credit card required. Setup in 5 minutes.