WE EMPOWER FINANCIAL ADVISERS

Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!

Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
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Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Exclusive to financial advisers

We make financial planning easier for advisers
 and more engaging for clients.

Financial Advisers add the most value to clients through personalised plans
and coaching that gives clients clarity and confidence in their financial future.
Hear the direct feedback from advisers and firms who have reaped the benefits
of working with us. 

 

Our model portfolios are available on:

Intelliflo
aegon
aviva
fidelity
FusionWealth
novia2
nucleus
quilter
standard-life
transact
wealthtime
fundment
ajbell
7im-2

What advisers say about us:

Timeline allows my firm to compete with any UK advice firm by offering our clients a top-end service and investment strategy.

Timeline Portfolios is a truly scaleable DIM service for our business without the loss of any control for me, my firm, or our clients. 

Sam Whybrow
Thanks Wealth Planning

I do not know how you can advise a client properly without Timeline Planning.

Whether you use other cash flow tools or not the output from Timeline is unique and should provide the basis for all financial plans

Eleanor King
Ian King Financial Planning Ltd

We have been using Timeline's platform for a while now as we believe that it is the best retirement solution in the market.

Timeline's constant new feature development and release strategy has really impressed us.

Matt Pitcher
Altor Wealth