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BEST MPS

Named Best Model Portfolio Service by Professional Adviser

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The UK's fastest
growing DFM.

Timeline stands out from the crowd by firmly believing that financial advisers will forever hold a vital position in guiding individuals towards sound financial choices for their future.

Our mission:

We aim to help millions of people to plan, invest, and retire with confidence.

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-About-Timeline-2025

Abraham Okusanya

Founder & CEO
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Nicki Hinton-Jones

CIO
Karthica-About-Timeline-2025

Karthica Underwood

COO
Ed-About-Timeline-2025

Ed Carey

CCO
Richard-About-Timeline-2025

Richard preston

CFO
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Tom newbould

CMO
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thomas hogg

CPO
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Nacho gutierrez

CTO

Get in touch.

See how we
can help you

Seeing is believing. Speak with us and we'll show you exactly Timeline empowers Financial Advisers.

The story so far

Timeline-our-story-A3.0-2025

Adviser 3.0 2025

Our flagship conference, 40 Speakers, 6 Stages, 700 people, 87% rated excellent

2025
Timeline-our-story-8-billion-AUM

£8 Billion AUM

A proud moment as we hit this milestone in November 2024

2024
2024-1

Timeline Surpasses £6bn AUM

We surpass £6bn AUM in July 2024

2024
2024-2

Timeline announces Platform 3.0

CEO Abraham reveals Timeline's plans to launch a new platform at our 2024 Adviser 3.0 event.

2024
2024-3

Adviser 3.0 2024: Bigger and Better

Timeline's flagship adviser conference: Deborah Meaden headlines.

2024
2023-1

£4bn AUM Milestone

Timeline rockets beyond £4bn AUM in Q4 2023

2023
2023-2

Most-recommended MPS

Defaqto names Timeline, 'the most recommended MPS by advisers for value'

2023
2023-3

£3bn AUM milestone

After continued growth, Timeline smashes through £3bn AUM in Q3.

2023
2023-4

£10m Series B funding

£10m Series B financing enables us to double down on our mission of providing financial advisers with cutting-edge technology.

2023
2023-5

Timeline Launches Adviser 3.0

A flagship adviser conference launched with Baroness Karren Brady and Seth Godin headlining our speaker lineup.

2023
2023-6

£2bn AUM milestone

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

2023
2022

£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
2021

Join the dots

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

2021
2020-1

Betafolio live

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

2020
2020-2

£1.8m funding secured

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

2020
2019

Make investing easier

Betafolio obtained FCA  approval in Oct 2019.

2019
2018

Beyond the 4% rule

Timeline launched to help advisers tackle  decumulation with real data.

2018
2016

In the Beginning

Finalytiq launched to help investment professionals build portfolios that deliver.

2016
2014

A strong start

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

2014

Our Team in Action

Driving Forward Together: Reflections from Our April Quarterly Meeting
People
1 min read

Driving Forward Together: Reflections from Our April Quarterly Meeting

Timeline's April quarterly meeting in London highlighted innovation, AI integration, and a shared commitment to transforming the financial advisory industry. Discover our vision and momentum for the future.

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.
Planning-1
Portfolios

Planning

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

Enquire Today

Portfolios

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

Enquire Today

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. 

 

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. 

Success-tour-text-PLAIN-COM-ezgif.com-gif-maker

 

This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

Book A Tour

©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, London, EC3V 0HR 
Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.