About The Timebank

My career path following university has been varied and rewarding, ultimately leading me into the financial services industry in 2013 when I joined a local IFA firm to manage clients’ general insurance requirements. Over time, I developed a strong understanding of the client base, streamlined the renewals  process, which allowed me to expand my responsibilities to include administrative support, preparing client documentation, and completing straightforward ongoing suitability reports.

In 2023, I  completed my Diploma with the goal of progressing from administration into  paraplanning, marking an exciting step forward in my career development.

Joining The Timebank in 2026 provided the ideal opportunity to continue building my knowledge and experience, and I look forward to further developing my skills within the industry.

I have worked  in Financial Services since 2008 in various roles, starting out as an administrator and began my career as a paraplanner in March 2015.

I have worked with a variety of Financial Planners which has helped me adapt to working with a variety of firms.

I joined The Timebank in April 2026 as a Paraplanner. I enjoy the variety of the role and being part of a friendly, supportive team.

‍

After leaving 6^th form, I started working  at RBS / NatWest within their independent arm before RDR. I was with RBS /  NatWest for several years and progressed through a number of roles to broaden my skills, experience and knowledge.

I  completed my Level 4 qualification in 2017 and went on to complete my mortgage advising qualifications in 2021. I started Paraplanning in 2019 and found a passion within the role and would like to progress my career within Paraplanning over the coming years.

‍

I graduated from the  University of Limerick, Ireland, with a degree in Computer Systems, and now combining  my longstanding interests in technology, business and finance.

Before joining The Timebank  in April 2026, I gained experience in software development, working on  digital solutions and platforms designed to support businesses. Ive worked  with few small business owners to build and develop different platforms and  helped them scale out.

With a growing interest in  paraplanning, financial planning and wealth management, I decided to pursue a  career in financial services and currently working towards his CISI  Investment Advice Diploma.

Since joining The Timebank,  I have combined my technical background with my developing financial services  knowledge, contributing to the firm’s processes, digital innovation and  AI-driven automation initiatives.

I am passionate about  continuous learning, problem-solving and using technology to improve  efficiency and deliver better outcomes. I look forward to further developing my  expertise within the paraplanning profession.

I only  started my journey into the financial services recently in 2025; it’s a  common career area within my family so always something that’s been around  me, interested me and I knew I could pursue – I then looked into and started  the R0 exams. I've currently completed two, and hope to have all six done by  the end of 2026.

As a trainee paraplanner at The Timebank, my current role is creating reports – it  involves a lot more than this very general term however, and since joining  I’ve learned a vast amount about the industry through contacting providers, updating investment information and ensuring work completed is done to the level expected from us.

‍

I started The Timebank in 2002 because it was clear to me advisers simply weren’t able to spend enough time on what matters most – clients. Since then I’ve built and refined what we do constantly as the advice sector has changed and evolved into the profession it is becoming.

My role now is to be the first point of reference for everything outside of the business.  I meet prospective team members and prospective clients.

Outside of work, I get beaten up by people half my age in the boxing gym, laughed at by people half my age when I DJ and am a constant source of embarrassment to my kids, but I have no idea why.

‍

I have been in Financial Services since the last century (!), working as an administrator, adviser, practice manager and paraplanner over that time. Paraplanning has been the role I enjoy the most, particularly the technical side of pensions and retirement planning.

I have worked in the Financial Services industry since 1999 in a variety of roles. I achieved Chartered status in 2007 and have worked for the Timebank since 2011. I enjoy working closely with advisers and companies to find the best solutions for clients.

Outside of work I have been together with my wife since 1994 having met on our first night at university. We have a young daughter. I have a love for Liverpool Football Club and music. My favourite genre of music is ‘Grunge’ which will surprise those who know me for my happy go lucky personality.

As well as an irrational fear of sharks I walk light-footed on beaches in case of quicksand.

I’ve been with The Timebank since 2004 and the years have flown by, maybe too fast. I spent the first 10 years of my career in the broadcast IT and pharmaceutical industries managing service delivery to giants like the BBC, Disney, Sanoffi Aventis, Granada and ESPN.

My role at The Timebank ensures I am able to help clients get the most out of a relationship with The Timebank.

‍

I joined Timebank in January 2013, bringing experience from a range of roles in financial services; from small independent firms to a large national advisory business. Having also worked as an adviser, I understand first-hand what it’s like to look at a case from both sides and what’s most important to clients.

My career began at a major life company in their life and pensions team, where I discovered my passion for continuous learning and developing my technical knowledge, something that’s stayed with me throughout my career. I’m a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute, with a particular interest in the technical side of pensions. I’ve also completed a Master’s degree in Financial Planning and Business Management.

Outside of work, I enjoy spending time with my collection of horses, dogs and cats, who keep me busy and entertained in equal measure.

Starting out in financial services at 16, making the tea, filing and sorting the post,  I quickly developed an interest in the industry and held the Financial Planning Certificate by age 19.

I joined The Timebank in April 2011, starting out as a Paraplanner, I am now Head of Paraplanning.

My role is to make sure the culture at The Timebank is aligned with meeting our strategic goals for both our clients and our team.

This includes developing new team members who come on board.  I enjoy helping build long term relationships with our clients and getting to know how their business works so that we can help them achieve the best possible client outcomes.

I started working in the financial services industry in 2005 and very quickly realised that paraplanning was for me and achieved Chartered Status with the Chartered Insurance Institute in 2010.

I enjoy the challenge of tackling new cases, carrying out research and finding the best solution for clients.

I started with The Timebank in February 2013 and thoroughly enjoy the additional challenge of looking after a number of clients and the diversity this provides.

I’ve worked for providers, advisers and pension trustees, in the UK and abroad. Delivery has always been at the heart of what I do, from getting the software and hardware nailed down, to building and maintaining our systems that make the difference between fleeting service user and long-term client.

‍

Starting as an Accounting Apprentice I learned the old style way, learning the debits and credits etc that modern systems do automatically for you.  This gave me the basic understanding of accounting.  I then adapted to new systems with the introduction of software such as sage, xero, quickbooks etc.

Moving in 1997 to a small business that sold services I then learnt the way business grows and the challenges of a growing business, learning marketing, advertising, employment law, web design, social media etc to get a good understanding of modern business.

In 2003 I set up my own accountancy and consultancy business and started to work with The Timebank in 2010 where I have worked as the Accountant since then seeing it grow from a few employees to where we are today.

‍

I have been working in Financial Services since 2013. I started working for a pensions provider but decided I wanted to move into the advice world. Working at the Timebank enabled me to gain the experience I needed, along with the flexibility and support in studying and taking exams.

I enjoy working with smaller firms and building and maintaining relationships, along with technical research.

I have been working within the Financial Services since 2008 starting as a Trainee Paraplanner, gaining experience during that time to become a Paraplanner.

Since then, I have obtained my Diploma in Financial Planning and I have gained experience in a variety of different areas within the financial services industry.

I enjoy the research and report writing parts of the role and finding the best outcome for the client.

I have worked in Financial Services for over 10 years, beginning my career in payments in Newcastle, where I first developed an interest in the industry. I was later selected for a Graduate Scheme, which led to my role as a Financial Adviser. I hold a Diploma in Financial Advice and have gained experience across a range of financial planning areas.

I joined The Timebank in 2021, I enjoy working at The Timebank, where every day and report is different. The variety of advice areas I work on allows me to continually expand my knowledge and expertise through the diversity of reports.

My career in Financial Service began in 1990 when I was offered an office junior position at Scottish Equitable (now Aegon).  I have worked mostly in Financial Services during this time, and I have been an administrator, a paraplanner, a senior paraplanner, an office manager and a financial adviser and worked on both sides of the fence – life offices and multi-national investment firms as well as local, smaller IFA businesses.  I am Diploma qualified as well as holding the Equity Release and Mortgage advice qualifications.

I joined the Timebank as it gives me the work/life balance I so desperately crave. Living half the time in the UK and half the time in a cave house in the mountains of Spain has its challenges, but I would not change anything. 

I started out at a life assurance company in cybersecurity and then moved onto the investment servicing team. I then moved to an IFA firm where I spent two years as an IFA admin. After this role I then moved to Goldman Sachs working on the investment team where I began studying for the diploma.

After leaving investment banking I started at the Timebank. My role at The Timebank is a trainee paraplanner creating annual reviews for our clients, gathering information and conducting research. The Timebank has allowed me to gain professional experience alongside studying my diploma helping everything to come together and build a solid understanding of the financial services industry and products.

Despite qualifying as a teacher, I took a different direction and spent the next decade working within financial infrastructure, developing a strong understanding of how the payments industry operates behind the scenes.

My growing interest in financial services led me to study for the Diploma in Regulated Financial Planning, which I achieved in 2022. I joined The Timebank in 2023 as a Paraplanner, providing support to a variety of firms and advisers.
 

I started working in financial services in 2004 and have worked in various roles in banking and then moved to support Financial Advisers in 2007.

After working as an administrator to advisers for many years, I decided I wanted to be a paraplanner and gained my Diploma in Regulated Financial Planning in 2022.

I joined The Timebank in April 2024 and work with a fantastic team as a Paraplanner. I love the variety that my role brings and expanding my knowledge through the diversity of work.

I started in financial services in 2016 as a general administrator, working alongside advisers in different departments before moving into a personal assistant role. In 2020 I joined a start up wealth planning firm taking on the role of administration manager.

This position encompassed a number of different responsibilities and areas of financial services; in 2022 I embarked on my own journey to become qualified. Completing this alongside my day-to-day work, eventually crossing the floor in 2023 and taking up a position as a financial planner after completing my advisory qualifications.

I left this role early in 2024 to pursue a different avenue and joined The Timebank in May 2024 as a Paraplanner. My responsibility in this role is to complete any work to the high standard expected of The Timebank, work alongside colleagues internally and advisers externally in collaborative and productive manner ensuring the best overall outcomes for the end client.

‍

After studying A Level Business and Economics, I finished Sixth Form and began working in an administration role, but I always knew I wanted more.

In 2022 I applied to a course aimed at those with no financial qualifications but a keen interest in personal finance. After being successful with my application, I began self-studying for my Level 4 Diploma in Regulated Financial over the next two years.

I joined The Timebank in April of 2025. I love that I’m finally able to put my knowledge into practice but also start my career in a very welcoming environment.

My career in Financial Services began in 1999, working for a mortgage brokerage as an administrator before moving on to work for a mortgage packager and obtaining the first of my qualifications in Mortgage Advice and Practice.  I then joined an IFA practice as a mortgage adviser / administrator before qualifying as an IFA and obtaining my Diploma along with my qualifications in Equity Release and Long Term Care.

After graduating with a BA in History, in 2019 I began my career in financial services as a Financial Planning Assistant. I quickly developed a strong interest in the industry, which led me to begin studying towards the Diploma in Regulated Financial Planning.

In March 2025, I joined Timebank as part of the Paraplanning team, where I continue to build my knowledge and contribute to delivering high-quality financial advice and support.

I began working in Financial Planning/Wealth Management whilst living in Brisbane, Australia in 2018. I started as a Client Relationship Manager, eventually working my way up to becoming a Paraplanner before moving back to the UK. I then joined The Timebank in August 2023.  

Began my career right off the bat in financial services, working at a large platform provider. After a few different roles at the company, I quickly learnt I was much more interested in the personal side of finance rather than corporate.

I left my job to work for a small IFA to get an introduction into financial planning and there I started taking the RO exams.

After 2 years I said my goodbyes and came over to The Timebank in early 2024. Hoping to be able to learn from more experienced Paraplanners and help my own development and so far it’s been successful!

When I’m not working, I generally like to relax. Spending time with my cat and being out with my friends is very important too. Recently started playing golf as well which is great fun but also quite infuriating!

I began my professional journey in the profession with The Timebank in June 2024 after completing my BSc Financial Planning & Practice. This role has provided a strong foundation for my career and marks the beginning of my impactful contribution to the sector. I am excited to continue building my professional legacy, leveraging my skills to drive meaningful impact in this profession.

Shortly after finishing my BSc (Hons) Banking & Finance degree in May 2024, I decided that a career in the financial planning industry was the most suitable path for me. With a specific interest in Paraplanning, I started working for The Timebank in October 2024.

As a Trainee Paraplanner, my main role is to prepare pre-review reports for advisors. I have to ensure they are accurate and completed in a timely manner. I also liaise with various providers to obtain the data needed for the reports. I have thoroughly enjoyed my time at The Timebank so far, and I am excited to see how my role adapts going forwards.

I started my path in Finance once I enrolled into University where I was able to learn and gather a more in-depth knowledge of my financial options. I studied for 4 years and was lucky enough to gain my degree in Financial Planning & Practice and got employed right into the industry and job role I wanted to do instantly. My role currently is to make pre reports and gather information for cases.

I started out within the financial services not long after leaving sixth form at 19, working as a customer relations officer for a pension specialist. The role had me managing the clients' expectations and aided them through their journey with the company. This was the first time I started to show an interest and led to me taking on a number of roles from onboarding at the start of the process to paraplanning later on in my career in 2018.  I joined The Timebank in April 2025

My role at The Timebank is to ensure I am meeting the expectations of what our clients expect from us in the work they are needing to be carried out.

I have been working in financial services since finishing University with a BA in Business and HR.

I work as a member of the support team carrying out data harvest and other tasks to help our advisers deliver the best experience to their clients.

Having started my working career in retail banking with Abbey/Santander at the age of 19, and spending 8 years there progressing from cashier to Personal Bankier, I made the move into Financial Services joining The Timebank as a member of the support team in 2016.

Since joining, I have enjoyed being involved in numerous projects, including working alongside firms to develop and fine tune their Annual Review processes in line with the MIFID requirements.

My role now comprises mainly of completing reviews for firms whilst also offering other administrational assistance.

After a decade working in London, managing Events and Marketing for hospitality. I relocated in 2010 and became a freelancer, which led me to work alongside Organisational Psychologists to deliver Leadership Programmes. Inspired by my interest in ‘Learning Organisations’ & employment law, I gained my professional certificate in Law & Practice with CILEX. I joined the Timebank in 2018 and really enjoy the exposure to the variety of clients we work for at the Timebank & projects that we undertake.

I’ve been in Financial Services since 2008, initially working for a Provider. After moving 500 miles to Scotland I started working for IFA’s and held a number of different roles such as administrator, paraplanner and admin manager.

Working for both Provider and IFA’s, big and small it has given me a broad knowledge of the industry. I’m all about driving process – I do love a spreadsheet and a flow chart!

‍

While studying at university and gaining a Masters Degree in Mathematics & Economics, I began my career as a sales manager for an accounting software company. Recognising my interest and aptitude for finance, my manager later transferred me to the accounting department, where I progressed from an assistant role to managing the company’s bookkeeping.

Starting my Financial Services career in May 1982, I have had many roles over the intervening years, with different employers. A desire to have more control over my work/life balance meant that in 2004, I, along with a friend, bought an established IFA firm in Solihull.

We sold our business in 2019, leaving the business two years later. The intervening years were my most challenging and happiest, providing a bespoke service to our clients. As the co-owner of a regulated business, many skills were developed, not least on the client side, but also on marketing, investment selection and understanding and meeting regulatory requirements.

It is these regulatory skills and the Adviser side insight that will be put to effective use within The Timebank.