Why not book a meeting with MARK?

In my role as Head of Strategic Partnerships, I work with national firms, networks, and consolidators to grow our reach and ensure their advisers receive the best possible service. I also collaborate with partners across the provider, platform, and tech space to seize every opportunity for mutual success.

Alongside our brilliant Adviser Success team, I provide post-sales support to ensure our partners and their advisers get everything they need, when and how they need it.

My financial services journey has been long and varied; from platforms and asset managers to FinTechs and product providers. I’ve worked across the globe with clients big and small, always focused on building meaningful relationships and staying sharp on the details that matter.

The best advice I’ve ever received? “You have one mouth and two ears, use them in that proportion.” It’s stayed with me, and it’s shaped how I work with partners today.

I’ve always been a believer in the power of technology to improve lives, and personally, I’ve long favoured passive, low-cost investing so Timeline’s mission and model felt like the perfect fit. Once I met the team, I was sold.

You can reach me by email, phone, video call, LinkedIn, or face to face, whatever works best for you.

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