Why not book a meeting with Lewis?

As a Regional Rep, I support financial advisers by introducing them to Timeline’s technology and solutions, helping match the right portfolios to their clients, and guiding them through onboarding. Together with our Adviser Success team, I also ensure strong post-sales support.

Our mission is to help millions retire with confidence. We combine an evidence-based investment approach with powerful technology to empower advisers and improve outcomes. Our model portfolios are designed to reduce risk, cut admin, and maximise returns, at an industry-leading cost of just 0.09%.

With a diverse background in Financial Services, Investment Platforms, and Asset Management, I bring a well-rounded perspective to every adviser relationship. I’m passionate about what I do and always aim to make integration with Timeline’s proposition as smooth and valuable as possible.

You can reach me by email, phone, video call, LinkedIn, or in perso, whatever suits you best.

Want to know more? Get in touch or book a meeting with me!