Today, I'm joined by Kate Philips, Regional Director at Timeline, a Discretionary Fund Management Company.
Kate's job is to help financial advisers by presenting them with Timeline's solutions and technology, identifying suitable portfolios for their clients. Kate's mission is to get consumers and financial advisers to think differently about the way people maximise their investments to ensure the money outlives the people.
Kate believes she has the privilege of working with financial advisers and planners to help them to cut their costs and risk whilst generating excellent client outcomes.
When Kate isn't busy working, she likes to run and spend time with her young son.
