Why not book a meeting with Mike?

As a Regional Director, I help financial advisers find the right portfolios for their clients, support implementation, and provide ongoing service with help from our Adviser Success team. Whether you're looking for planning tools, investment solutions, or both, I'm here to find the best fit for your business.

With over 30 years in Financial Services, I’ve seen the industry evolve from traditional life and pensions to today’s tech-driven investment landscape and I’ve loved every step.

I started my career thanks to a summer job at Friends Provident (cheers to my auntie for that one), which sparked a fascination with pensions and investments. From Pensions Technical Adviser to Pensioneer Trustee Representative to Development Manager, I covered the full pensions-nerd spectrum before making the leap to investments in 2007 with AJ Bell.

Fast forward to today, and I’m proud to be part of Timeline. I was drawn in by Abraham’s bold vision and the firm's mission to lower costs while improving the planning and investing experience with smart, accessible tech.

You can reach me by email, phone, video call, LinkedIn, or in person, whatever works best for you.

In the words of one of my heroes, “I drink and I know things.” Let’s talk about how Timeline can help your clients retire with confidence.

Book a meeting, drop me a line, or connect on LinkedIn.