Kate P.

Kate P. is an experienced professional in financial services and business development, currently serving as Regional Director at Timeline since February 2020. In this role, Kate P. combines a low-cost, evidence-based Model Portfolio Service with advanced financial planning technology to enhance client outcomes. Previously, Kate P. held various positions, including Business Development Manager at Galleywood Infant School, Governor at BPP, and Bid Manager at Montagu Evans. Additional experience includes roles such as Senior Bids Executive at Legal & General Investment Management and Senior Business Development Executive at Aviva, where responsibilities encompassed managing corporate pension accounts and client relationships.