East and City of London
In my role as a Business Development Manager, I help financial advisers by presenting them with our solutions and technology, identifying suitable portfolios for their clients, and facilitating the implementation process.
Moreover, along with our Adviser Success team, I provide comprehensive post-sales support to ensure customer satisfaction.
I am reachable through various communication channels, including email, phone, video call, or in-person meetings.
If you require further information or wish to schedule a meeting with me, please do not hesitate to contact me.
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.
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.
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.
We host regular Timeline Tours via webinar. Here is one hosted by Will to give you a flavour of the man, the myth, the legend - and our awesome proposition, of course!
East and City of London