Why not book a meeting with Kate?

I work with financial advisers to match clients with the right portfolios, support implementation, and ensure long-term success alongside our Adviser Success team.

Before Timeline, I spent years in Corporate Pensions. I joined to help drive change by using tech to lower costs and focus on what’s right for the end client.

I focus on building strong relationships and connecting the right people with the right expertise. Our goal is to work with advisers, planners and providers to make their lives easier as well as reduce costs and risks while delivering excellent outcomes to end clients. Our low cost MPS, financial planning tools, and new platform help create powerful plans for every life stage.

My mission is to get advisers thinking differently about tech. I act as the link between what advisers need and what we build, helping shape our development and keeping service sharp and cost-effective. Advisers are at the core of everything we do and I’m proud to champion that.

Want to chat? Book a meeting or get in touch!