Why not book a meeting with marcus?

As a Regional Rep, 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 in September 2023, it was a no-brainer.

My Financial Services journey began in 2016 as an Operations Administrator at one of the UK’s largest platforms. I soon moved into business development, supporting platform, fund, and MPS sales nationwide for six years before joining Timeline.

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!