This week on The Financial Planning Podcast, host Lewis Byford is joined by Kate Phillips, Regional Director at Timeline. Kate is passionate about transforming the way financial advisers use technology to deliver expert advice. With over four years at Timeline, she works closely with advisers to help them lower costs, manage risks, and achieve the best possible outcomes for their clients.

Previously specialising in corporate pensions, Kate is now focused on driving change in financial technology and helping firms adapt to an evolving landscape.

Outside of work, Kate is a keen runner, travel enthusiast, and Chair of her son’s school.

Tune in to hear Kate’s insights on financial technology, the future of advice, and how innovation is shaping the industry.

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