Your Business Development Manager for the North West

Richard Kelly

Get in touch with Richard if you have a Financial Planning Firm in the North West


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.

Who is Richard Kelly?

I’m a Business Development Manager at Timeline, so my role is to promote our products and services to advisers and explain the benefits we’re able to deliver to both advisers and their clients.  My approach is centred around gaining a detailed understanding of the adviser’s operating model and any challenges they may be facing.  This enables me to identify where Timeline may be able to help improve adviser’s proposition, whether that’s through the adoption of our low cost, evidence based MPS, or suite of financial planning tools.

In our brief history to date, Timeline has established itself as a disruptive force in the UK asset management industry.  Our mission is to lower the cost of investing for clients and empower advisers to deliver better service through the adoption of technology. 

My wife and I have a young daughter and two dogs, so most of my time outside of work is spent with the family.  We enjoy hiking, camping and canoeing as a family.  I’m also a keen sportsman and play football and tennis regularly.

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

Why not book a meeting
with Richard?

Booking a meeting with Richard 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 Will

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!



Timeline Tour



Latest Events, Guides & Videos

Need a Different Region?

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

South West

Tim Field

North East

Mike Parker


Kate Phillips

East and City of London

Hugo White

South East

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