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Luke Phillips is an experienced finance professional currently serving as an Adviser Success Manager at Timeline since May 2022. Prior to this role, Luke worked at Schroders Personal Wealth from 2020 to May 2022 in a personal wealth support position. Additionally, Luke has a substantial background at Lloyds Private Banking Ltd, where from May 2015 to May 2022, responsibilities included managing day-to-day queries from high-net-worth customers regarding their bank accounts and investment portfolios, conducting proactive client reviews, and referring clients to partners as needed.