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Introducing Pennee, Timeline's AI assistant that helps you supercharge your advice practice. 

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Meet our team:

Regional Representatives

Kate - Updated HS for Contact page east and city of london & South East

Kate Phillips

Head of Sales
 07375 768 007
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Will New Contact page HS SOUTH west & North East

Will Church

Head of Sales
 07548 273 267
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Lewis New Contact page HS Midlands

Lewis Roddy

Business Development Manager
 07834 599 961
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timeline-headshot-james-cannon-may-2026 North West

James Cannon

Business Development Manager
 07754 764 029
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Marcus Contact page HS SOUTH EAST (north region)

Marcus Paradiuk

Business Development Manager
 07754 764 916
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Dan Kelly New Contact page HS SCOTLAND & Northern Ireland

Daniel Kelly

Business Development Manager 07754 764 028
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Business Development Consultants

Daniel-Smith-Headshot-Contact-Page-2025 Business Development Consultant

Daniel Smith

07476 960 298
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Carol-Headshot-Contact-Page2025 Business Development Consultant

Carol Lewis

timeline-headshot-hope-march2026-contact-page Business Development Consultant

Hope Rose

07886 071 087
timeline-headshot-ashley-bell-jones-march-2026 Business Development Consultant

Ashley Bell-Jones

07447 184 292

Contact Us

We’d Love To Hear From You!
 
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Address:
70 Gracechurch Street, London, EC3V 0HR

+44 20 4572 9919

For client queries, please use support@timeline.co

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Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

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Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, London, EC3V 0HR 
Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.