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Your Business Development
Consultant
for the NORTH EAST, Scotland & SOUTH EAST

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Daniel Smith

[email protected]
07476 960298

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Why not book a meeting with Daniel?

Leaving behind a fledgling career in sports media to enter the financial services industry in February 2019, I joined Quilter initially as a dedicated support for the Intrinsic network of restricted advisers, before soon moving on to become a Sales Support Consultant for a panel of over 100 independent firms, covering both the South and Central regions.

A move into Business Partner Support followed, where I was responsible for a crop of key accounts, holding over £2bn of platform assets between them.

Having earned the DipFA Level 4 Advanced Financial Advice qualification in 2023, I took up a role at Sparrows Capital as Business Development Manager in May of that year. Remaining in the Model Portfolio Services space, I then joined Timeline in May 2025 as a Business Development Consultant.

Timeline’s mission is to help millions retire with confidence. Our evidence-based portfolios are built to reduce risk, ease admin, and maximise returns; underpinned by an industry leading cost of just 0.09%. Backed by cutting edge tech and a genuinely driven team, it’s exciting to be part of a business doing things the right way.

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

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.

Enquire Today

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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. 

 

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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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

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