Your Business Development Manager for the South West

Will Church

Get in touch with Will if your a Financial Planning Firm in the South West. 

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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.

Moreover, along with our Adviser Success team, I provide comprehensive post-sales support to ensure customer satisfaction.

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!

Who is Will Church?

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.

If you would like to contact me you can book a meeting with me below, see my contact details here or connect with me on LinkedIn.

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.

Why not book a meeting
with Will?

Booking a meeting with Will is the best way to gain insights and explore potential opportunities with Timeline.

ONLINE TOURS

Timeline Success  Tour  

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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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.

Why not book a meeting
with Will?

Booking a meeting with Will is the best way to gain insights and explore potential opportunities with Timeline.

 
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Need a Different Region?

Why not contact one of our other Business Development Managers:
Kate Phillips

East and City of London

Mike Parker

Midlands

Hugo White

South East

Tim Field

North East

Marcus

South East North BDM

Lewis Roddy

North West

Not sure which BDM you need?

Not to worry, we've got a handy region map you can take a look at just below.

Thank you for stopping by!

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