As a Business Development Consultant at Timeline, I work closely with financial advisers to understand their businesses, introduce our solutions, and help them get the most value from the Timeline ecosystem. From identifying suitable investment solutions to supporting implementation and ongoing adoption, my role is centred on building strong relationships and helping firms operate more efficiently.

My career in Financial Services began in 2018 when I started working at a financial adviser firm, an experience that first sparked my interest in the industry and the value of adviser-client relationships.

From there, I joined one of the UK’s largest investment platforms, where I moved into a sales role focused on supporting advisers with platform solutions, managed portfolios, and multi-asset investments. Working closely with advisers across the UK helped develop my understanding of the challenges they face and the importance of delivering strong ongoing support.

In 2026, I joined Timeline, where I now look after advisers across both the North West and North East. I work closely with firms to introduce Timeline’s solutions, support implementation, and help advisers deliver better client outcomes through effective investment management technology.

Timeline’s mission is to help millions retire with confidence. Through evidence-based investing, industry-leading technology, and a relentless focus on adviser support, we aim to simplify investment management while delivering better long-term outcomes for clients. With portfolios available at just 0.09%, it’s exciting to be part of a business that is genuinely committed to helping advisers grow with their clients.

I’m available via email, phone, video call, LinkedIn or in person, and look forward to speaking with you.