Your Regional Director for the East and City of London

Kate Phillips

Get in touch with Kate if you have a Financial Planning Firm in the East or City of London.

Kate

In my role as a Regional Director, 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.

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Who is Kate Phillips?

Retirement and education were always two words that have driven my career to date! Education starts by ensuring that all parties involved in either planning or managing the clients’ money are always aware of the impact and factors their service offers.

Over 3.5 years ago I made the scary move to leave the world of Corporate Pensions and join Timeline Portfolios to drive change around how technology helps drive costs down, ensuring that every decision is driven by what’s right for the end client.

It has been a steep learning curve, engaging the market and understanding how intermediaries are rapidly changing to meet consumer needs, but still trying to keep it simple. My biggest aim during this time is new relationships formed, bringing the right people with the right expertise together.

As cheesy as it sounds, its proposition led! Evaluation of financial services and the way we work with clients, to encourage, empower and more importantly understand. Making life easy, easy for the client, providers, advisers.

I have the privilege of working with financial advisers and planners to help them to cut their costs and risk whilst generating excellent client outcomes.

Timeline Portfolios low-cost MPS and Timeline's powerful financial planning tools, helps advisers to build compelling, innovative, and dynamic pre- and post-retirement plans.

My mission is to get financial advisers thinking differently about the way they use tech to deliver expert advice.

I must run (daily) as sadly I love all things and food related! Which also led me to agreeing to Chair my very young Son’s school PTA group. Outside of work, I also love to travel, trying to explore and see as much as possible with my young family.

As a Regional Director my role is to provide the crucial link between our proposition and what advisers need, ensuring I can streamline development and marketing and product development to ensure the business stay focused on delivering outstanding customer service at a low cost to advisers. advisers remain at the core of what we build and develop, and Kate is a wonderful advocate for their needs and requirements.

Want to know more? Get in touch or book a meeting with me!

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Why not book a meeting
with Kate?

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

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.

Take a Tour of Timeline with Kate

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!

 
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Need a Different Region?

Why not contact one of our other Business Development Managers:
Will Church

South West

Mike Parker

Midlands

Hugo White

South East

Tim Field

North East

South East North

BDM

Not sure which BDM you need?

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

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