Damian Davies

Head of Development

t: 01432 355 391

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 independent advice sector has changed and evolved.

More from Damian's blog

How to prevent the FCA from interfering with your charging model

Debbie Evans

Head of Support

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

Head of Account Management

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

I started working in financial services at the young age of 16 years and 3 months, 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.

Having had various roles including advising, my passion is paraplanning.  I joined The Timebank in April 2011 and during this time I have continued my studies and am now a Chartered Financial Planner. 

Starting out as a Paraplanner, I am now Head of Paraplanning so spend less time paraplanning, working with only a few firms that I have looked after over many years. 

Managing the team gives me the opportunity to develop new members who come on board and help them learn our processes as well as those of the advisers we work with.  I enjoy building long term relationships with advisers and getting to know how their business works so that we can help them achieve the best possible client outcomes.  I work with our team to help them get the best out of working with the advisers remotely so that we can provide an efficient service.

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.

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

Lifetime Allowance & Death in Service

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

Don't Stop....Believin'

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.

Over the last 10 years I studied for my CII qualifications and finally achieved Chartered status in 2015 and I am also a Fellow of the Chartered Insurance Institute.

I enjoy being a Paraplanner as the diversity in the work is the challenge I need and I enjoy building relationships with the advisers to get the best outcome for the client. 

More from Jill's blog

This article explains how the FCA want you to change your approach to ESG investing.

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.  

More from Emma's blog

How to identify vulnerable clients

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.

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!

 

 

More from Chris 's blog

Working from home

Lucy Aldridge

Technical Proofreader

My career in Financial Services began in 2005 working for a financial planning firm specialising in HNW clients.

In 2013 I moved to The Timebank in order to expand my knowledge and experience.  I am now part of the quality assurance team as well as 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.

I am Diploma qualified and am looking to progress to the next level.

On a more personal level, I am a servant to 2 blue cats and am a huge fan of the James Bond films – aspiring to be the next M!

Fun fact: I am a terrible cook – my last attempt at flapjacks needed a dental health warning!

More from Lucy's blog

Funeral blues

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

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.

Paraplanning Team

Would you like to be here?

If you would like to join the team, have a look at our Opportunities page

More from Paraplanning's blog

Retirement Planning & Residential Care

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