Having always had an interest in the industry, my first role in Financial Services came as an Analyst for Citibank in 2011, where I got a great grounding in the world of investments as well as obtaining the IOC and IMC accreditations.

From there I moved into more client-facing positions before starting my first sales role working with financial advisers focusing on Managed Portfolios.

I joined Timeline as the Business Development Manager for London & the South East at the start of 2022. Since then, I have continued to support advisers and have loved being part of the Timeline journey.

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As a Business Development Manager, I help financial advisers by introducing them to our solutions and technology, matching them with the right portfolios for their clients and helping with the implementation process.

I am also here to provide strong post-sales support, along with my colleague, Eleanor, who works as one of our Adviser Success Managers.

I am available by email, over the phone, by video call or for face to face meetings.

Want to know more? Get in touch or book a meeting with me!

Hugo's Upcoming Events

Engage in a comprehensive introduction to Timeline’s cutting-edge ecosystem, learn practical insights to streamline your processes and networking with fellow financial advisers.

Breakfast Event in Guildford

Tuesday 26th November

10:00am - 12:00pm

📍 The Boathouse Cafe, Millbrook, Guildford, GU1 3XJ

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Breakfast Event in Southampton

Wednesday 27th November

10:00am - 12:00pm

📍 The Mansion at Coldeast, Coldeast Dr, Sarisbury, Southampton SO31 7PT

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Breakfast Event in London

Thursday 28th November

10:00am - 12:00pm

📍 Rotunda, Kings Place, 90 York Way, Kings Cross, London, N1 9AG

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Who is Hugo White?

I am also here to provide strong post-sales support, along with our brilliant Adviser Success Team.

I am available by email, over the phone, by video call, LinkedIn or for face-to-face meetings.

Want to know more? Get in touch or book a meeting with me!

My time is very much taken up with my wife Kirsty and two young children, Dhalia and Felix. I now spend my weekends at play dates and birthday parties (bonus I get to eat cake!). My wife and I both come from large families, some of whom live abroad, so we love to spend as much time as we can travelling and visiting family around the world.

Our aim is to help millions of people retire with confidence. We combine an evidence-based approach, along with cutting edge technology to empower financial advisers.

Our model portfolios are designed to help advisers reduce risk, remove administration and maximise returns, all whilst offering industry-leading low costs of just 0.09%.

Who is Will Church?

Who is this fresh-faced enigma? What makes him tick? How did he end up at Timeline? Why should you trust him?

How did you get into the industry?

Having always had an interest in Financial Services, my first introduction to the industry came as a Transfers Administrator in 2018, for one of the largest Platforms in the UK. I worked in this role whilst completing my Economics degree at Newcastle University.

This experience gave me my first real taste of the industry and exposed me to working with financial advisers for the first time. Once finished with my studies, I returned to the same company but this time swapping administration for my first sales role, focusing on Platform, Multi-Asset Funds and Managed Portfolios.

I joined Timeline as the Business Development Manager for the South West in September 2022. Since then, I have continued to support advisers and have loved being part of the Timeline journey.

Why Timeline?

We plan to help millions of people retire with confidence. We combine a data driven approach with cutting edge technology to empower financial advisers.

Our model portfolios are designed to help advisers reduce risk, remove the administrative burden associated with maintaining clients' portfolios and maximise returns, all whilst offering industry-leading low costs of just 0.09%.

It's a great team of people with huge expertise and a genuine drive to do good.

What do you do outside of work?

Having decided to hang up my boots at the end of the 2022 season, after nearly 20 years of playing rugby, I now spend my weekends unsuccessfully chipping away at the never ending list of DIY jobs. I love all things food and drink and spend as much time as I can travelling with my partner, Lara, and my bonkers spaniel, Harris.

Your Business Development Manager for the South East

Hugo White