Why not book a meeting with James?

I have worked in Financial Services for over 20 years, primarily working with financial advisers. Over that time, I have worked at some of the largest pension and platform providers along with some more boutique providers. All of these providers have focussed on service and support to their adviser network, as this is key to building long-standing relationships. With this knowledge I understand the challenges advisers face and truly believe my support can add real value.

As a Business Development Manager, I work closely with financial advisers to introduce Timeline’s solutions, help match clients with the right portfolios, and support implementation. With help from our Adviser Success team, I also provide reliable ongoing support to keep everything running smoothly.

I’ve followed Timeline since its early days, the innovative approach and genuine desire to do good really stood out in a traditional industry. So, when the opportunity came to join the team, it was an easy decision.

We’re on a mission to help millions retire with confidence. Our model portfolios are designed to reduce risk, remove admin, and maximise returns all with industry-leading low costs from just 0.09%. We back that up with powerful planning tools and an experienced team who care deeply about doing things right.

I’m available by email, phone, video call, LinkedIn, or in person, whichever works best for you.

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