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Thanks to technology, investment management is now a commodity. Personalised financial planning is where the real value for clients lies. We provide a comprehensive range of services that extend beyond managing money, at a significantly lower cost.

Abraham2
Abraham Okusanya
Founder & CEO
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Costs reduce an investor’s net return and represent a hurdle for a fund. Before a fund can outperform, it must first add enough value to cover its costs. Sadly, the vast majority of professional fund managers fail to add value and high cost is a strong predictor of poor fund performance. This is where Timeline makes a big difference.
Nicki
Nicki Hinton-Jones
CIO
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We do the right thing by advisers, by clients, and by colleagues. We don’t look for the easiest way, or the quickest way, only the right way. We value and strive for efficiency, simplicity & confidence to generate ever greater client outcomes.

Kartihca
Karthica Underwood
COO

We aim to help millions of people to retire with confidence

The adviser/wealth tech space is a much-neglected segment of the UK fintech market. 

Timeline is swimming against the tide in that regard because we believe very deeply that financial advisers will always play a critical role in ensuring people are making the right financial decisions for their future.

And that’s why we’ve designed an operating system covering planning and investing, with advisers at its core.

Meet the leadership team

Abraham Okusanya

Founder & CEO

Nicki Hinton-Jones

CIO

Ed Carey

CCO

Karthica Underwood

COO

Nacho Gutierrez

CTO

Richard Preston

CFO

Tom Newbould

CMO

Thomas Hogg

Product Lead

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The story so far...

We've been solving headaches for financial planners for years. From investment consultancy to retirement planning to investment solutions to rebuilding the adviser tech stack to give advisers a single point of truth. We're here for you and your clients.

About_10

£2bn AUM milestone

After continued growth, Timeline smashes through £2bn AUM in Q1.

2023
About_8

Surpass £1bn AUM

Smashed through the £1bn AUM milestone with gusto!

2022
About_7

£6m funding secured

Series A fundraising was oversubscribed as we secured £6m to further support financial advisers with great tech.  MPS smashes through £1bn AUM. Available on 14 platforms.

2022
About_6

Join the dots

Integration of planning and turnkey MPS creates a solution that fully supports the advice process.

2021
About_5

Betafolio live

Turnkey MPS live in March 2020.  AUA £350m by May 2021  Available on 11 platforms

2020
About_4

£1.8m funding secured

Timeline secured £1.8m  funding and sign up National Firm Succession

2020
About_3

Make investing easier

Betafolio obtained FCA  approval in Oct 2019

2019
About_2

Beyond the 4% rule

Timeline launched to help advisers tackle  decumulation with real data.

2018
About_1

In the Beginning

Finalytiq launched to help investment professionals build portfolios that deliver.

2016
About_9

A strong start

Our portfolios have been in existence since 2014 when they were originally set up to provide a robust investment solution. 

2014
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Why work with us?

Timeline's low cost combination of financial planning tools, turnkey model portfolios and powerful reporting give forward-thinking advisers a competitive edge. Plus, your clients love our visual and engaging presentation of information and the interactivity of our plans.

Low cost
Our Portfolios cost just 9bps and include our cutting-edge planning tech within the package.
Evidence-based
Our planning software and model portfolios are built based on 100-years of capital markets data and methodologies verified by Nobel prize winning economists. Our evidence-based investment philosophy drives a scientific approach and removed emotional decision-making.
Intelligent working
We offer financial planning firms a range of services that enable them to focus on delivering core financial planning and behavioural coaching to clients, while delegating time-consuming tasks such as portfolio construction, rebalancing and due diligence to us.