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Development Manager
for Scotland

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Daniel Kelly

[email protected]
07754 764028 

Get in touch.

Why not book a meeting with Dan?

As a Business Development Manager, I work with financial advisers to introduce Timeline’s solutions, match clients with the right portfolios, and ensure a smooth journey from onboarding through to implementation.

Together with our Adviser Success team, I provide ongoing support so advisers and their clients feel confident and well looked after.

I am always happy to connect by email, phone, video call, LinkedIn, or in person.

I began my career in estate planning, working with Wills, Power of Attorney, and Funeral Plans, before moving into an IFA firm where I started my CII Diploma. I then spent more than six years in Account Management at Royal London before joining Timeline.

Having seen the market shift away from DB transfers, I believe the future lies in low-cost, evidence-based investing, which is exactly what Timeline stands for. Our mission is to help advisers reduce costs, improve efficiency, and deliver simplicity for clients.

Want to chat? Book a meeting or get in touch. I would love to hear from you.

Get In touch
Book A Demo
 
 

Daniel Kelly

Business Development Manger

As a Regional Director, I work closely with financial advisers to introduce them to our solutions, match clients with the right portfolios, and ensure everything runs smoothly from onboarding through to implementation.

I also partner with our Adviser Success team to provide reliable post-sales support, so advisers and their clients feel looked after every step of the way.

I’m always happy to connect—by email, phone, video call, LinkedIn, or in person. Whatever works best for you.

I entered the industry through estate planning, working with Wills, Power of Attorney, and Funeral Plans. That opened the door to a role with an IFA firm, where I began studying for my Diploma with the CII. I later joined Royal London, where I spent over six years in Account Management.

After years on the life company side, I saw the market shifting. As DB transfers declined, it became clear the future was in low-cost, evidence-based investing which is exactly what Timeline stands for. I also believe simplicity is key for both clients and advisers, and our approach delivers on that promise.

Timeline has grown rapidly in recent years, and it’s not slowing down. Our mission is to reduce costs and improve efficiency for advisers and their clients. Time and again, I’ve heard from advisers frustrated by processes that should be faster and easier and we is here to fix that, while also offering a powerful, low-cost investment solution.

Want to chat? Book a meeting or get in touch—I'd love to hear from you.
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Book a demo
 

Get in touch
with Daniel.

 

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Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients. 

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Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

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We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future.  Hear the direct feedback from advisers and firms who have reaped the benefits of working with us. 

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