Explore the strategy and technology
behind high-performing advisory firms.
Isn't it time to shift gears and accelerate your firm’s growth in 2025? And yes, we’re talking about sustainable growth—without sacrificing your joy or compromising your values.
Growth and profitability have become increasingly challenging for financial advisory firms, as advisers face mounting pressures—tighter regulations, fee compression, outdated systems, and evolving client expectations. The FCA's latest RMAR data paints a stark picture: while the average retail investment revenue per adviser has grown by just 12% over the past five years, a standard 60/40 portfolio has surged by 32%.
Don’t miss this opportunity to reignite your business. Reserve your spot now for an event near you to learn the key drivers behind high-performance advisory firms and get ready to supercharge your growth!
Growth and profitability have become increasingly challenging for financial advisory firms, as advisers face mounting pressures—tighter regulations, fee compression, outdated systems, and evolving client expectations. The FCA's latest RMAR data paints a stark picture: while the average retail investment revenue per adviser has grown by just 12% over the past five years, a standard 60/40 portfolio has surged by 32%.
Isn't it time to shift gears and accelerate your firm’s growth in 2025? And yes, we’re talking about sustainable growth—without sacrificing your joy or compromising your values.
Don’t miss this opportunity to reignite your business. Reserve your spot now for an event near you to learn the key drivers behind high-performance advisory firms and get ready to supercharge your growth!
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.
I am also here to provide strong post-sales support, along with my colleague, Eleanor, who works as one of our Adviser Success Managers.
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!
Our leading speakers will uncover the key drivers behind high-performance advisory firms—strategy, people, and technology.
Join us for an energising session, where leading speakers will uncover the key drivers behind high-performance advisory firms—strategy, people, and technology. You’ll walk away with practical, actionable insights to elevate productivity and build a thriving firm, all while maintaining your freedom and joy.
Don’t miss this opportunity to reignite your business. Reserve your spot now and get ready to supercharge your growth!
Sign up for an energising session near you, where leading speakers will uncover the key drivers behind high-performance advisory firms—strategy, people, and technology.
Tuesday 28th January
10:00 am - 14:00 pm
Tortworth Hotel, Wotton-under-Edge GL12 8HH
Thursday 30th January
10:00 am - 14:00 pm
County Hall, Belvedere Rd, London SE1 7PB
Tuesday 4th February
10:00 am - 14:00 pm
The Belfry Hotel & Resort, Lichfield Rd, Sutton Coldfield B76 9PR, UK
Wednesday 5th February
10:00 am - 14:00 pm
Mottram Hall, Wilmslow Road, Mottram SK10 4QT, UK
Thursday 6th February
10:00 am - 14:00 pm
Apex Grassmarket Hotel, 31-35 Grassmarket, Edinburgh EH1 2HS, UK
Friday 7th February
10:00 am - 14:00 pm
Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH, UK
Come to one of our events to learn about the strategy and technology
behind high-performing advisory firms.
Join our webinar for a complete tour of Timeline's ecosystem, designed for today's financial advisers, guiding you through the full client journey.
Who is this fresh-faced enigma? What makes him tick? How did he end up at Timeline? Why should you trust him?
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.
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.
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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