Scheduling Software Built for Financial Advisors
Handle discovery meetings, advice sessions, and annual reviews without the back-and-forth — or the compliance headache.
Why do IFAs need more than a generic booking tool?
Financial advice involves some of the most sensitive conversations a client will ever have. When your scheduling tool quietly harvests browsing data through ad-network pixels, your clients' very act of booking a meeting becomes part of an advertising profile. That is not a reasonable trade-off for a firm with FCA obligations and a duty of care around client data. Tymeslot is built on data minimisation: it collects only what is needed for the booking, runs no third-party trackers, and can be self-hosted by firms that require complete control over their client records.
Everything Financial Advisors need. Nothing they don't.
Purpose-built scheduling features for your practice — without the bloat.
Separate Booking Types per Service Line
Configure distinct event types for discovery meetings, advice sessions, and annual reviews — each with its own duration, intake form, and booking link.
No Tracking Pixels or Ad-Network Scripts
Tymeslot runs zero third-party analytics. Clients book meetings without their financial intentions being logged by advertising platforms.
Self-Host for Regulatory Compliance
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.
Video Conferencing for Remote Clients
Google Meet or Microsoft Teams links generated automatically with every booking — so remote advice sessions require no manual setup from you or the client.
Recurring Annual Review Scheduling
Send existing clients a direct booking link for their annual review at the right time each year — no chasing, no diary conflicts.
Outlook and Google Calendar Sync
Works with both Microsoft 365 and Google Workspace so advisers at Microsoft-heavy firms and Google-native practices are equally well served.
See the difference
Same profession. Completely different scheduling experience.
Without Tymeslot
With Tymeslot
Common scheduling scenarios
How other Financial Advisors use Tymeslot every day.
How do I handle the full client journey from discovery to annual review?
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.
- Create three event types: 'Discovery Meeting' (free, 45 minutes), 'Advice Session' (60–90 minutes, by referral link only), and 'Annual Review' (45 minutes, for existing clients).
- Set different intake forms for each: the discovery form captures financial goals; the review form asks the client to flag any changes since the last meeting.
- Share the discovery link publicly; keep the advice and review links for direct client communication only.
- Connect your Outlook or Google Calendar so all three event types draw from the same availability without conflicts.
How do I run both in-person and online meetings for the same client?
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.
- Create separate event types for 'In-Person Review' and 'Online Review', each with appropriate duration and location details.
- The online variant automatically generates a Teams or Meet link; the in-person variant includes your office address in the confirmation.
- Send the relevant link to the client depending on which format they need — both draw from your shared availability pool.
- Buffer time between appointments ensures you are never rushing between a face-to-face and an online call.
How do I make it easy for existing clients to book without friction?
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.
- Create a 'Client Follow-Up' event type with a short duration and a minimal intake form — existing clients need not re-enter their details.
- Share the link directly in your email signature or in the notes of their previous meeting confirmation.
- Set a minimum notice period appropriate for follow-ups — 48 hours, for example — so you always have time to prepare.
- Notifications alert you to new bookings so nothing falls through the gaps between your diary checks.
How much time could you save?
Adjust to match your practice and see your potential savings.
Calculate your time savings
Drag the sliders to match your practice.
240
minutes saved per week
208.0
hours saved per year
€36400
annual value of saved time
Which calendars and video tools do financial advisers use with Tymeslot?
Connects to the tools you already use. No extra setup.
See Tymeslot in action
Try both booking themes live — no account needed.
"My clients are sharing details about their pension and investments when they book a meeting. The idea of a scheduling tool running ad-network trackers in the background was completely unacceptable. Tymeslot was the only option that took data minimisation seriously."
Claire B.
Independent Financial Adviser, Edinburgh
Frequently Asked Questions
Can Tymeslot handle multiple meeting types for different service lines?
Does Tymeslot work with Microsoft 365 and Outlook?
Can I self-host Tymeslot to satisfy data residency requirements?
Is the free plan sufficient for an independent IFA?
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