Will Church
South West
Mike Parker
Midlands
Hugo White
South East
Kate Phillips
East and City of London
Marcus
South East North
Get in touch with Tim if you have a Financial Planning Firm in the North East
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.
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!
I always had a keen interest in becoming a Financial Adviser, yet the path wasn’t particularly straightforward or clear at the time, so as an alternative, I ventured into studying Engineering to follow my other passion, electronics.
In 2004 an opportunity presented itself to have a meeting with the Head of the local CIS branch, the rest as they say is history. I spent the next year studying for my FPCs whilst advising on a local Pension/Savings book in Chesterfield. Subsequently, I found myself working for HSBC & Natwest. Later in my career, I moved to Aviva to begin life as a Consultant, before moving to Canada Life and subsequently Timeline.
Having advised myself, I understand a lot of the challenges advisers face on a day to day basis. Whilst in my career, I have spent a lot of time at the coal face attaining a high level of knowledge across Platforms, Pensions, Bonds, Trusts/IHT planning and Asset Management.
My time is very much taken up with my wife Rachael and two young daughters, Eloise and Lottie, with a keen interest in DIY and Socialising/Eating out. I enjoy most sports, with a particular focus on F1, I find the level of detail mesmerising.
We plan to help millions of people retire with confidence. We combine a data-driven approach, along with cutting edge technology to help empower financial advisers.
Our model portfolios are designed to help advisers reduce risk, remove the administrative burden associated with maintaining client’s portfolios and maximise returns, all whilst offering industry-leading low costs.
As a Consultant, I help financial advisers by introducing them to our solutions and technology, matching them to the right portfolios for their clients and helping with the implementation of our Ecosystem.
Following the initial onboarding, you can expect a high level of account management with plenty of engagement where required, to help add additional value to your business, whether that is through maximising the use of our proposition, or merely offering general help or an opinion.
You can contact me by email, phone, webinar or locally via face to face meetings.
Want to know more? Get in touch or book a meeting with me!
Booking a meeting with Tim is the best way to gain insights and explore potential opportunities with Timeline.
Join our webinar for a complete tour of Timeline's ecosystem, designed for today's financial advisers, guiding you through the full client journey.
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