Why not book a meeting with Will?

As Head of Sales and Regional Representative for the South West, I work closely with financial advisers to introduce them to Timeline’s solutions, match clients with the right portfolios, and support implementation. With the help of our Adviser Success team, I also provide strong ongoing support to keep everything running smoothly.

My journey into Financial Services began in 2018 as a Transfers Administrator at one of the UK’s largest platforms, while completing my Economics degree at Newcastle University. That early exposure to working with advisers sparked a real interest in the industry.

After graduating, I returned to the same company, stepping into my first sales role focused on platforms, multi-asset funds, and managed portfolios. I joined Timeline in September 2022 and have enjoyed every moment of supporting advisers across the South West.

Timeline’s mission is to help millions retire with confidence. Our evidence-based portfolios are built to reduce risk, ease admin, and maximise returns - offered at 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 good in the right way.

I’m available via email, phone, video call, LinkedIn or in person, whichever suits you best.

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