Get in touch
Steve supports financial advisers across the North East, helping firms adopt Timeline’s planning tools, evidence‑based portfolios, and end‑to‑end platform to drive stronger client outcomes and more efficient operations. His focus is on helping advisers reduce admin, improve suitability workflows, and build scalable, repeatable processes that support long‑term growth.
With a decade of adviser‑facing experience in the investment and platform sector, Steve understands the commercial pressures firms face, from onboarding friction to legacy systems that slow productivity. He works with advisers to streamline their client journeys, strengthen compliance, and implement technology that delivers measurable business impact.
Steve joined Timeline to support a mission‑driven business committed to helping millions retire with confidence. Timeline’s evidence‑based portfolios, offered at 0.09%, combined with powerful planning technology and a fully integrated platform, give advisers a clear commercial advantage in a competitive market.
Got questions? Steve's calendar is open; grab a time that works for you.
View our map to see who covers your area.
Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients.
Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
