Richard Brian
Curo managing director
Why we succeed
At Time4Advice, our people sit at the heart of everything we do.
Across technology, operations, product development, client service and delivery, our teams work collaboratively to design, build and support Curo, the UK’s most advanced Microsoft powered CRM and workflow platform for financial planners.
Behind the platform
Meet our people
Our people bring together specialist expertise across Microsoft Power Platform, Dynamics, CRM transformation, process automation and data management, united by a shared purpose: helping financial planning firms operate more efficiently and grow sustainably.
We believe in building strong partnerships through collaboration, trust and transparency, continually improving our platform and services through client feedback, innovation and industry insight.
Our profiles feature members of our client-facing team, supported by a wider team of specialists whose expertise and collaboration underpin everything we do.
Lucy Lait
Curo director of operations
Matt Smith
Curo director of technology
Joanna Roddis
Head of client success
Deborah Johnston
Head of product
Jonathan Riley
Head of migration services
Clare Montgomery
Head of implementations
Alan Sherriff
Head of business architecture
Liam McCabrey
Curo engagement consultant
Gareth Collins
Curo engagement consultant
Chris Burke
Curo training consultant
Saarah Sattar
Curo trainer
Luke Hillier
Service desk manager
Luke Pett
Service desk analyst
Bronte Webberley
Service desk analyst
Ben Gregory
Service desk analyst
Mateusz Struszczyk
Service desk analyst
Courtney Cox
Service desk analyst
Callum Hatfield
Service desk analyst
Meghan Harris
Service desk analyst
Jay O'Donnell
Reporting specialist
Scott Marshall
Curo integrations manager
Ross Kindred
Senior integrations analyst
Jenny Cornwell
Product specialist
Chantelle George
Senior implementation consultant
Linda Smith
Senior implementation consultant
James Wareham
Implementation consultant
Sara Jenkins
Implementation consultant
Rob Wyatt
Senior Curo technical analyst
Dan Kraszlan
Curo technical analyst
Intan Azri
Curo technical analyst
Our platform
Curo is not just technology
It’s the result of deep expertise across financial services, operations and software engineering. Behind the platform is a multi-disciplinary team working together to help firms succeed, combining industry knowledge with hands on delivery and ongoing support. Our teams work together across the entire advice lifecycle to help firms implement, adopt and maximise the value of the platform.
Our teams
Specialist teams supporting your business
Our people bring together expertise from across the advice lifecycle, ensuring Curo delivers value beyond the technology itself:
Client Success & Service Delivery
Dedicated teams work closely with firms to understand their goals, support adoption, and ensure they get ongoing value from Curo, from onboarding through to long term partnership.
Implementation & Consultancy
Experienced consultants guide firms through configuration, process design and rollout, ensuring Curo is tailored to their operating model and regulatory requirements.
Technical & Product Development
Our engineering teams design, build, and continuously enhance the platform, working in line with Microsoft’s cloud roadmap to deliver scalable, future ready capability.
Support & Service Desk
A responsive, knowledgeable support team provides direct access to analysts and specialists, ensuring issues are resolved quickly and users are fully supported.
Data Integrations & Provider Services
Specialist teams manage integrations and data across the ecosystem, helping firms automate workflows, connect systems, and maintain high quality, compliant data.
Our aim is not simply to deliver software, but to be a long-term partner in achieving operational excellence. Through structured onboarding, continuous improvement, governance support, community engagement and day-to-day assistance, we provide the expertise and relationships firms need to thrive.
Interested in Learning More?
See how Curo can help your firm improve efficiency, strengthen data management, embrace automation and prepare for future growth.