Why not book a meeting with James?

I've spent over 20 years in financial services, almost all of it working with financial advisers. That's taken me from some of the largest pension and platform providers to smaller boutique firms, and the thread running through all of them was the same: service and support are what build long-standing relationships with an adviser network. I know the pressures advisers are under, and I'd rather show you how Timeline helps than tell you.

As a Business Development Manager, 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, it was an easy decision.

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 call with James.