Our Timeline family continues to grow with exceptional talent in 2025. We're thrilled to present the second group of remarkable professionals who've joined our mission. Each brings unique expertise and energy to help advisers work smarter, serve better, and grow faster. From building our digital presence to expanding into new territories, these four new colleagues complement the diverse talent driving Timeline's innovation.
Daniel Kelly - Business Development Manager (Scotland)
"To help more advisers in Scotland than ever before transform their client outcomes with Timeline's ecosystem"
Dan’s knack for tackling complex challenges, whether it is solving a Rubik’s Cube unaided or navigating the intricacies of financial planning, reflects the analytical mindset he brings to his role as Timeline’s first Scotland-based Business Development Manager.
With six years at Royal London and a background in Estate Planning, Daniel holds a Level 4 Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management through the CII. He is currently working toward the IMC Unit 2, Investment Practice, while balancing his studies with life as a busy father of two young daughters.
Daniel’s mission is to connect with advisers across Scotland and help them understand how Timeline’s integrated technology can streamline operations and improve client outcomes. Drawing on his deep financial services expertise, he demonstrates how our planning tools, portfolios and platform fit seamlessly together to solve advisers’ real-world challenges.
Yasa Allameh - SEO and Paid Digital Specialist
"I'm excited to use my skills to ensure advisers can find us easily online and see our innovative digital advertising"
With a background in Information and Communication Sciences and a master’s in International Relations, Yasa brings a global perspective and a sharp analytical approach to digital marketing. Her career began in fashion and lifestyle media at ELLE and Marie Claire before progressing to roles with leading brands such as Longchamp, Louis Vuitton and Sage Appliances, where she refined her skills in brand visibility and audience engagement.
At Timeline, she applies this expertise to ensure advisers can easily find and access our platform. By optimising search performance, refining paid digital strategies and improving how we track and measure engagement, Yasa strengthens our online presence so more advisers can discover the technology that will help them deliver exceptional service to their clients.
Suzy Lawlor - Office Manager
"Creating a welcoming, functional, and fun environment where people genuinely enjoy coming to work"
As Office Manager, Suzy keeps things running smoothly behind the scenes, ensuring our development and support teams can focus on building and refining the technology advisers rely on. Her background as an Office Coordinator, Studio Manager and high-profile Event Planner has given her a sharp eye for detail, exceptional organisational skills and the ability to manage complex logistics with ease.
From coordinating schedules and managing budgets to fostering strong relationships with suppliers, Suzy’s experience ensures that every operational element is taken care of. Her background in HR support and digital content creation enables her to connect people, processes and communication, creating an environment where the Timeline team and the advisers we serve can thrive.
The Timeline Evolution Continues
This second wave brings digital marketing expertise, business development drive, and operational excellence. Yasa strengthens our ability to reach and engage advisers online. Daniel expands our presence in Scotland while helping advisers unlock the full potential of our technology. Suzy ensures the environment and operations that keep our teams focused on adviser success.
Together with our first wave of 2025 joiners, they bring fresh perspectives and diverse expertise that help Timeline challenge industry conventions and deliver technology that truly serves advisers.
Welcome to the Timeline family, Yasa, Daniel, and Suzy. Ready to join the Timeline team? Visit timeline.co to explore opportunities with the UK’s most innovative financial advice technology.
