Why not book a meeting with TIM?

I work with financial advisers to match their clients with the right solution for them, support onboarding, and provide reliable, ongoing account management with help from our Adviser Success team.

Our mission at Timeline is to help millions retire with confidence. We combine a data-driven investment philosophy with cutting edge technology to empower advisers. Our model portfolios aim to reduce risk, ease admin, and maximise return, all with industry-leading costs from just 0.09%.

My own path into financial services wasn’t linear. While I initially pursued engineering, a chance meeting in 2004 steered me toward a career in advice. I began at CIS, gained my FPC qualifications, and went on to work with HSBC, NatWest, Aviva, and Canada Life before joining Timeline.

As a Regional Rep, I introduce advisers to our solutions, guide them through implementation, and stay closely involved to ensure they get the most from our Ecosystem. Whether through proactive support, strategic input, or simply being on hand when needed.

I’m available via email, phone, video call, LinkedIn or face to face, whatever works best for you.

Want to chat? Get in touch or book a meeting.