Damian Davies

Director

t: 01432 355 391

I started The Timebank in 2003 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 independent advice sector has changed and evolved.

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Defined Benefit Pensions

Debbie Evans

Operations Manager

t: 01432 233 036

I've been with The Timebank since 2004 and the years have flown by, maybe too fast. Having 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, you'd think dealing with insurance companies would be easy.. 

Lauren Bower

Client Relationship Manager

t: 01432 355 347

I've worked for providers, advisers and pension trustees, in the UK and abroad.

Client relations has always been at the heart of what I do, from getting the processes and details nailed down, to building and maintaining those core relationships that make the difference between fleeting service user and long-term client.

Louis Jones

Business Development Manager

t: 01432 233 237

I joined a growing Timebank in 2007 after graduating university with a Business Strategy degree. Involved in business development from an early stage, I formally became our BDM in 2015. Content marketing is a firm favourite, forging relationships with genuinely useful, insightful material. Check out our Blog!

Melissa Hall

Head of Paraplanning

t: 01432 233 038

The best bit of the job is working with the advisers to help them create a financial plan that is simple and concise that helps the adviser assist their clients to achieve their financial planning objectives.  I feel it is important to build and develop a close working relationship with each adviser and firm that I work with.

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Client Reviews & Your SLA

David Battle

Chartered Financial Planner

I have spent over 20 years in the Financial Services industry since leaving university, working for a range of different company types within various roles including advising and compliance.

I have an eclectic taste in music and love to holiday as much as possible. Sadly, I am yet to return home with a tan. I also have an irrational fear of sharks and refuse to enter even a swimming pool just in case.

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A Team of Characters

Niki Gahan

Chartered Financial Planner

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.

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Brexit

Sean Donald

Chartered Financial Planner

I joined the Timebank in June 2012 and attained Chartered status with the CII in July 2012.

I enjoy the challenges that paraplanning provides and feel that I continue to learn something every day. The role varies enormously depending on the type of reports that we are asked to do and I particularly like Cash flow modelling and the more technical side of providing advice.

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Battling the LTA Test at Age 75

Jess Chantler

Paraplanner

I started working in a Bank in 2007 and quickly realised I was drawn to regulated financial advice. Over the coming years, I completed the Diploma in Regulated Financial Planning with nothing more than the CII manuals and secured a position as an Administrator in an IFA office. I quickly progressed on to being a Paraplanner which suited my technical knowledge and eye for detail. 

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Pension Advice Allowance

Sam Willicombe

Chartered Financial Planner

I joined The Timebank in July 2013. I enjoy working on investment cases, particularly those involving tax led products but primarily it's knowing that we are helping clients to grow their wealth and be able to meet their objectives and goals.

Outside of my work, I continue to enjoy travelling as much as I can.

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Reducing Tax on Pension Withdrawals

Louise Spence

Chartered Financial Planner

I'm a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute, with a keen interest in the technical detail of pensions. I recently completed a Master's degree in Financial Planning and Business Management.

Outside of work I'm kept busy with an ever-expanding collection of cats, dogs and horses.

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Considering giving advice on DB transfers?

Caroline Morris-Iliffe

Chartered Financial Planner

I became a Chartered Financial Planner in October 2007 and fellow of the Personal Finance Society in April 2014.

To me, being a Paraplanner means developing a strong rapport with an adviser, building trust and being a 'critical friend'.

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The Money Purchase Annual Allowance

Jill Chadburn

Chartered Financial Planner

I started working for a large international investment company and quickly realised I was drawn to regulated financial advice. I have worked with various IFAs and developed from being an administrator to a Paraplanner.

I became a Timebank Paraplanner in October 2016, when I felt my position no longer held the challenges I was looking for.

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Lifetime ISAs vs. Pensions

Sam Lakin

Paraplanner

A heavy-metal loving, Spurs supporting, mountain biking husband and father who also enjoys financial planning!

I have worked in various roles for 3 of the big UK banks and as a Paraplanner for both a local Chartered IFA and a national restricted advice proposition prior to joining the Timebank in 2017.

Caroline Morgan

Paraplanner

Starting as an administrator in my father's practice in 1998, I obtained my Certificate in Financial Planning in 2007 and Diploma in Financial Advice in 2011.

I enjoy the technical side of my job, the diversity and the opportunity to work closely with different companies to help them achieve their goals.

Laura Harris

Paraplanner

My career in financial services started in 2002 working as an administrator for a mortgage packaging company. In 2007 I joined the Co-operative Bank as a field adviser for 5 years having gained the full Financial Planning Certificate and the Level 4 Diploma. I then worked as an IFA for a local company for a further 2 years. At this point I made the decision to become a Paraplanner, as I always had an interest in the report writing side of the job. I haven't looked back since joining the Timebank.

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Ethical Sustainable & Responsible Investments

Sarah Caruana

Trainee Paraplanner

I have worked in the financial services industry for 18 years, for both IFAs and an industry leading provider, this gives me experience from both sides of the fence. I have worked as an Administrator, Sales Support, Trainee Financial Planner and a Paraplanner.

Chris Bate

Head of Technical Research

I have been in Financial Services for over 25 years, in various roles, Adviser, Training and Competency, Compliance, Technical and Research and Distribution.

The only thing that hasn't changed in that time is the amount of change both advisers and the public have to deal with. The satisfaction comes from helping advisers and making their lives easier.

More from Chris's blog

IHT Exemption for Military Personnel

Lucy Aldridge

Technical Proofreader

My career in Financial Services began in 2005, and since then I have gained my Diploma in Financial Advice and am looking to further my education. Since joining The Timebank in 2013, I am now part of their quality assurance team as well being a primary contact for due diligence requests. I have an eye for detail, and like to ensure every 't' is crossed and every 'i' is dotted as far as possible!

On a more personal level, I am a crazy cat lady in training and aspire to be the next Miss Moneypenny!

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50 Shades of Proofreading

Claire Cullis

Head of Support

In February 2014 I joined The Timebank, here you work on such a vast variety of cases, no case is ever the same. I'm tenacious but my patience can wear thin with providers who don't seem to know their own products.

I am the Support Team Manager, a role that enables me to evolve the way that we work and build closer working relationships with our clients.

Jane Hayde

Support & Human Resources

I have been working in financial services for over 10 years after finishing University with a BA in Business and HR. I have 2 roles at the Timebank; I work as a member of the support team carrying out data harvest and I am also our HR officer.

In my spare time I like to keep myself fit including going to classes, taking the dog for long walks and competing with a local running club.

Will Morrall

Client Review Coordinator

After 8 (long) years I escaped retail banking and found myself a new challenge with The Timebank. I enjoy the diversity data harvest brings and continue to learn more each day. I have also been coordinating our client review process which is an exciting project to get stuck into.

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

Derren Hotchkiss

Accounts

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Para planner

We are always recruiting

Want to join the team? Check our Opportunities page! 

More from Para's blog

Call the Midwife