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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?

In my role as a Business Development Manager, I help financial advisers by presenting them with our solutions and technology, identifying suitable portfolios for their clients, and facilitating the implementation process.

Moreover, along with our Adviser Success team, I provide comprehensive post-sales support to ensure customer satisfaction.

I am reachable through various communication channels, including email, phone, video call, or in-person meetings.

If you require further information or wish to schedule a meeting with me, please do not hesitate to contact me.

 

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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Planning

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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Portfolios

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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Exclusive to financial advisers

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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Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, London, EC3V 0HR 
Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.