About The Timebank

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 embarassement to my kids, but I have no idea why.

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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.

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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.

Outside of work, you will find me either walking my two dogs, Frankie and Benny or lifting weights in the gym.  I am also a bit of a social butterfly, enjoying a glass or two of wine with friends.

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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.

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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.

Outside work, Regular gym and swimming with friends which is also a good catch up. I like to do a lot of walking and catch up with friends in pub and social events.

I watch Liverpool FC home and away when I can get there and I enjoy watching movies and constantly tell my daughter than the 80’s and 90’s were the best for movies, music and everything!   Who doesn't love shark movies?!  

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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 walklight-footed on beaches in case of quicksand.

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.

I have worked in the Financial services profession since 2006 in various roles starting in administration and working in paraplanning, management, compliance & client advice and am a Chartered Financial Planner and a Fellow of the PFS. I joined Timebank in 2018 after a short career break and enjoy the variety of work the role provides.

In my spare  time I enjoy travel, football, yoga & have a keen interest in history and  films.

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

Away from work, I am a wife, mum and crazy dog mum to myblack Labrador Benny. I also enjoy reading, sci-fi and fantasy films andsupporting local dog rescues.  

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 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.

Outside of  work I have two dogs, one of which is a puppy, that keep me very busy and my  wallet very empty.

After University I began my financial career within a local IFA firm, working with numerous clients whilst also gaining my qualifications. I stayed here for 5 years before beginning my paraplanning career.

I joined the Timebank in Spring 2021 and continue to learn new things every day. It’s a role that offers so much variety and I feel very fortunate to have the opportunity to work with such an experienced and friendly team.

Outside of work, I enjoy playing tennis, kickboxing andgoing to the gym. I have a Welsh Collie called Patrick and a little cat calledGigi who keep me busy!

I have been working in financial services since 2001, initially with two IFAs before spending 17 years with a large financial services outsourcing firm specialising in complaint handling, investment reviews and paraplanning. During this time, I also completed my Diploma in Financial Planning.

I joined The Timebank in October 2022, and I am part of the Quality Assurance team, responsible for quality checking and the completion of file checks. I enjoy the challenge and the variety of work that this entails.

I love being fully home-based to save time on commuting, giving me more time to spend with my friends and family.

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.

Outside of work, I love spending time with my son — you’ll usually find us at the playpark or taking our dog on long walks.

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 love my four dogs, cat and 8 chickens, I am a grandma of twins and I have a degree in Performing Arts.  I like to spend my time being creative, singing, writing songs, I play bass in a band and I like painting and pottery and  working with resin.  These for me, are necessary escapes from the seriousness of the financial services world!  My friends say I am controversial, analytical and think outside the box and always have something to say, invited or not!

I began working in Financial Services back in 2007, having joined a Management Trainee Scheme with a local Building Society. Since then, I have worked in a number of roles before completing my Diploma and pursuing a career in paraplanning in 2016. I am passionate about financial services and take pride in providing suitable and effective financial advice and enjoy helping clients achieve their financial goals.

I joined The Timebank in May 2022 as I believed in the company values and am enjoying setting into my new role.

Away from my desk I am kept busy with two lively boys and enjoy spending time with our friends and family.

After finishing university in 2019 I worked at a pension provider for 2 years before moving to an IFA business, and finally making my way to the Timebank in 2022.

Working at the Timebank has given me the opportunity to work with a fantastic team and gain some great experience while I complete my qualifications.

Outside of  work I like to spend my time rock climbing and running.

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.

Outside of work you will find me either in the gym or travelling the world.

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After graduating with a Philosophy degree in 2003, I spent five years travelling the world by motorbike, reaching as far as East Timor. Back in the UK, I built and ran a business that grew to 45 employees before selling it in 2022.

Having discovered financial planning as a client, I decided to make it my next career. After completing my studies and exams, I joined The Timebank in 2022, where I’m enjoying combining independence with the collaborative support that is offered.

Outside work  I can be found exploring in our campervan or enjoying the rejuvenating waters of my ice bath. I’m married, have an amazing daughter, two dogs, and a cat.

I started my career working in banking at the age of 17 where I developed a passion for all things finance. In my fifth year of working in banking I decided to take the leap in educating myself in the world of financial advice by studying with the London Institute of Banking and Finance, achieving my Diploma.

After a year of working as a Trainee Financial Adviser in a local firm, I joined the Timebank in September 2023 as a Paraplanner.

Outside of  work, I love to play netball in my local league. I am also a huge foodie and  spend most of my weekends exploring food markets around the London area.

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.

The bulk of my free time is spent looking after my  three young children.
 
Cliché? Absolutely.  
 
Outside of family life I fantasise about being an Omaze house winner and the financial logistics involved in keeping the property whilst also being able  to retire.

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.

Outside of  work, I am kept busy with two children, a husband and a dog. I enjoy spending  time with family and friends as well as listening to music.

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.

In my free  time I am a keen sportsman, while my playing days are long behind me, I can be found most weekends taking in anything from football, rugby league, NFL, NBA or Formula 1.

On the occasions I am required to be social, I enjoy a night down the local with friends, playing dominoes on a Monday night or taking in the local music scene.

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I started my career in financial services in 2007, working for one of the UK’s largest life & pension providers, Scottish Life (now Royal London) as a Senior Customer Service Consultant.

I quickly started to gain my qualifications and decided to move into Paraplanning, which I have been doing ever since and gained my Diploma in 2012.

I have worked in a variety of firms, including Accountancy firms, small IFAs, Networks, Wealth Management Firms. I have now branched out into outsourced Paraplanning with the Timebank and am enjoying the additional variety and experience it is giving me.

Outside of work, I enjoy going to the gym, gardening, and enjoy meals out with my partner or with friends.

My absolute favourite pastime is walking with, or cuddling up to my Yorkshire Terrier, Minnie.

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I have been in financial services since 2001 across IFAs and a large outsourcing firm focused on complaints handling, investment reviews and paraplanning.

I joined The Timebank in October 2022 as part of the Quality & Standards Team.

Outside of  work, I am kept busy with two energetic children, a husband and a dog who are all sports mad. You will usually find me on the side of a rugby pitch or walking in the Scottish hills. I enjoy the great outdoors and spending time with family and friends.

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.

When not working you can find me tucked up with a good read, listening to music or entertaining my son.

I have been working in financial services since I was 16, starting in retail banking and progressing into corporate.

I decided to move into the financial planning industry in 2018, when I joined a small financial adviser firm and completed my Diploma in Financial Planning.

I began working for The Timebank in 2022, as part of the Quality & Standards Team and really enjoy the variety of work that each day brings, expanding my knowledge along the way.

When I have spare time, I enjoy reading, listening to music and socialising with friends.

I started working as a graduate finance trainee in 2007 for an execution only financial services company where I gained my CF1  and CF2 certificates. I then moved on to become an analyst for an investment  management company on the fund of funds team where I would carry out research for existing and potential funds for the 10 portfolios we managed. It was  here I completed my IMC. From here I went on to work for an IFA as a junior  paraplanner whilst gaining RO1,2 3 and 4. I subsequently took many years out  (12 years) as my children were growing up.

In 2023 I took on my role at  Timebank working in the Quality and Standards  team where I enjoy working together in a close knit team to ensure the best  possible outcomes for clients.

Outside of work I am kept busy looking after my 2 children, walking my dog, playing tennis and other racquet sports.

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After a dabble in healthcare and retail, my planning career started in 2010 in Australia where I worked in various levels of Financial Planning, starting as an associate and finally as a Financial Planner, before moving to the UK in 2018, and slightly shifting gears into paraplanning.

I started with Timebank in the Quality and Standards team in August 2024.

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. I'm now very close to completing the qualification, with just one exam remaining!

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.

Outside of work, I spend most of my time entertaining my two young children; the local petting farm, soft play and muddy puddle walks are some of our favourites.  When a colleague recently asked what kind of music I’m into, I had to admit that nursery rhymes are about all I hear these days! On the rare occasion I get some time to myself, I love taking my Labrador, Freddie, for a long walk across the moor.

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.  

In my  personal life, I spend a lot of time with my two young nieces and my dog. I  enjoy reading, yoga and eating out.

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.

Outside of work, you will find me either going for a run or doing martial arts.

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I started my professional journey in retail banking while I was at university. There, I developed an interest in the financial planning sector and joined The Timebank shortly after graduating in with a degree in Banking & Finance in July 2024 as a trainee paraplanner. My role is to obtain accurate information from a variety of providers, prepare meeting packs for advisers and write both pre- and post-review reports.

I enjoy staying busy, you’ll frequently find me in the gym, watching football and hiking when possible.

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.

In my spare  time, I (painfully) support Arsenal, going to as many games as I can. When I am not busy with football,  I play darts. It is safe to say that Luke Littler isn’t in any danger of losing his job just yet.

I started my path in finances once I enrolled into University where I was able to learn and gather a more in-depth knowledge on 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.

When I am not working, i like to relax with my partner watching boxsets or kicking around with my son. Mostly you’ll see me playing FC26(FIFA26) and learning to cook new things (currently trying to bake bread and flapjacks next month!).

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 have completed 2 of my RO exams and working towards the remainder for my Diploma in Regulated Financial Planning.  I joined The Timebank in April 2025, as a trainee paraplanner.

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.

In my spare  time, I am either in a Theatre watching one of the latest shows that has appeared on the west end, exploring new activities or spending time with my 3 cats which surprisingly can be a handful at the best of times!

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 as a Trainee Paraplanner. I love that I’m finally able to put my knowledge into practice but also start my career in a very welcoming environment.

In my spare time I try to maintain a healthy lifestyle by going to the gym and meal prepping. On summer weekends you can find me out drinking with friends. In the winter months I enjoy hibernating with a hot chocolate and heated blanket, binge watching the latest series.  

Starting out in financial services in 1984 as ‘The man from the Pru’, I quickly realised that this was the career for me. I rapidly progressed within the industry, working as a Financial Advisor in Britannia building society’s flag ship branch and subsequently relocating to London then Cambridgeshire building new adviser teams for Britannia and Barclays bank. Having become self employed recruiting professionals for the FS industry I eventually became a self employed IFA. Having sold my business, I considered retirement, however I got ‘itchy feet’ and in April 2025 started in a support role, Data Harvesting for the paraplanners. I enjoy this role as it allows me to use my investigative skills while giving valuable support and freeing up my colleagues’ time to write reports in the knowledge they have the correct information.

In my spare  time, you will find me either renovating a property, doing a bit of art, or  walking and cuddling up to my Whippets!

Although I support  Stoke City I still enjoy football (watching, these days).

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.

In my spare time I like to keep myself fit including going to classes, swimming , running and taking my dog for long walks. You can often find me on the side of a Swimming Pool I am a Qualified Swimming Judge and Team Manager and I Volunteer as the Workforce Co-Ordinator for City of Hereford Swimming Club.

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.

Away from work I enjoy watching horse racing and football - following England around the world is becoming something of an expensive pastime.

When not off galivanting, my time is filled trying to master the art of negotiation with my 2 year old daughter, Ophelia.

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 am also religious CrossFit freak and passionate about nutrition. Eat. Sleep. Work. Train. Repeat. 

I have worked in the financial services industry since 2004, starting off in business banking in a large corporate bank. For the past 8 years I have been working within the financial advice sector, which I have really enjoyed.  I would like to progress my career by obtaining my Level 4 Diploma.

In my spare time I like to go to the gym and spend time with my family by going out for lunch and having movie nights.  I am also an avid baker, and I am always making cakes, blondies, brownies anything else sweet.

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!

I don’t have  spare time – I have two young children; my knowledge of Minecraft and Disney  princesses has grown dramatically over the last few years.

While studying at university and gaining a Masters Degree in Mathematixcs &Econo,ics, 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.

Following the outbreak of the full-scale war in Ukraine, I relocated to the United Kingdom. Initially, I worked in hospitality, before transitioning back into the accounting field. I am delighted to continue expanding my professional experience and knowledge within the financial sector.

I love going for walks, especially with my dog, Dexter, who makes every walk much more enjoyable. I’m also a big coffee lover — my day never truly starts without a good cup of coffee. In my free time, I enjoy reading and meeting new people, learning something new and interesting from every conversation.

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.

Outside of  work, I enjoy time with my wife of 40 years, and time with our three sons and their wives/partners. The other “person” in my life is our dog, Toby, who we enjoy taking for walks around where we live and further afield. Outside of home, I play golf, watching rugby (being a season ticket holder at Worcester), cricket and watching my hometown football team, Liverpool.