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.

More from Damian's blog

Demonstrating an adviser’s worth and value

Debbie Evans

Operations Manager

t: 01432 355 322

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.

Melissa Hall

Head of Paraplanning - Chartered Financial Planner

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.

More from Melissa's blog

Client Reviews & Your SLA

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.

More from Niki's blog

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.

More from Sean's blog

SIPP or Personal Pension

David Battle

Chartered Financial Planner

I have worked in the Financial Services industry for over 20 years 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 with my wife for 25 years having met on our first night at university and we now 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.

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.

More from Louise's blog

Considering giving advice on DB transfers?

Becky Colley

Chartered Financial Planner

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.

More from Becky's blog

Phased Retirement & Positioning your Firm

Jess Chantler

Paraplanner

I have been a Paraplanner with the Timebank for around 4 years now. I had previously worked as an Adviser in a Bank and IFA office, but I have not looked back. I was drawn to Paraplanning as it suits my technical knowledge and eye for detail. Also, the challenge of working with a variety of advisers who all have their own requirements keeps me on my toes!

I have worked hard to progress my qualifications and am on track to become a PFS Fellow before the end of the year.

Outside of work, I am a semi-professional Opera singer which takes up most of my spare time.

More from Jess's blog

Pension Advice Allowance

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.

Tricia Morris

Paraplanner

I got into Financial Services after leaving university with a business degree. I left the industry for a few years to become a lecturer in business and management but missed it so much that I came back.

I am a wife and mother to two girls who take up most of my time. In my spare time I enjoy running, reading and cryptic crosswords - not all at once!

Jenny McNaught

Paraplanner

Prior to joining The Timebank, I worked for almost 16 years in an Independent Financial Adviser environment.  I have worked in various roles within the industry with my previous role including paraplanning and advice.

Whilst I enjoy building relationships with people, I feel my strengths lie in the technical side of financial planning.  Working with The Timebank gives me the opportunity to get involved in the technical side of a wide range of products and providers and build relationships with the advisers we work alongside.

Emma Bond

Paraplanner

I have been in Financial Services for almost 20 years, 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.

Away from work, I am a wife, mum and crazy dog mum to my black Labrador Milo who I am training for agility work.  I also enjoy reading, sci-fi and fantasy films and supporting local dog rescues.  

Chris Howe

Paraplanner

After initially starting my career as a personal banking manager and working closely with the in branch financial planners, I decided that a career in financial services was for me and haven't looked back.

 I have since worked for specialist advisers in London before setting up my own small outsourced paraplanning firm which gave me the flexibility I needed at the time. I'm now working for The Timebank because I couldn't turn down the chance to work with and learn from the excellent paraplanners here.

Outside of work I am a sucker for punishment, having signed up to run the London Marathon for the Dementia Revolution!

 

 

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 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

“Breaking up is hard to do” and MiFID2

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!

More from Lucy's blog

50 Shades of Proofreading

Ben Hudson

Technical Proofreader

After spending almost five years working for a pension provider, I decided to venture into financial advice. I enjoy the diversity of proofreading. I enjoy continuous personal development and am working towards additional qualifications. 

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.

More from Will's blog

This is 50

Romy Parrington

Support & Marketing Communications

I have two functions at the Timebank; Marketing Communications and Support Executive.

I spent 15 years in London working in Events and Marketing for hospitality . In 2010 I relocated and became Freelance; working alongside Organisational Psychologists to deliver Leadership Programmes.  Inspired by my interest in 'Learning Organisations' and employment law, I gained my professional certificate in Law & Practice with CILEX.

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

Steffan Knight

Support Executive

I have been working in the financial services industry for nearly two years and recently joined Timebank. After graduating from University, I spent several years playing and producing music in various bands and travelling. Having now decided to focus on a career in the financial sector I have undertaken several exams towards the Diploma in Financial Planning with a long term aim of achieving Chartered Status and becoming a fully-fledged Paraplanner.

In my spare time I like to keep myself fit by running and hitting in the gym. I am also hoping to complete a triathlon this year.

Derren Hotchkiss

Accounts

With more than 20 years' experience, Derren is Timebank's friendly face of Finance and Credit Control.

His first love of spreadsheets is closely followed by playing squash, football and consuming copious amounts of Coca-Cola.

Para planner

We are always recruiting

Want to join the team? Check our Opportunities page! 

More from Para's blog

Retirement Planning & Residential Care