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.
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.
Seeing is believing. Speak with us and we'll show you exactly Timeline empowers Financial Advisers.
Our flagship conference, 40 Speakers, 6 Stages, 700 people, 87% rated excellent
A proud moment as we hit this milestone in November 2024
We surpass £6bn AUM in July 2024
CEO Abraham reveals Timeline's plans to launch a new platform at our 2024 Adviser 3.0 event.
Timeline's flagship adviser conference: Deborah Meaden headlines.
Timeline rockets beyond £4bn AUM in Q4 2023
Defaqto names Timeline, 'the most recommended MPS by advisers for value'
After continued growth, Timeline smashes through £3bn AUM in Q3.
£10m Series B financing enables us to double down on our mission of providing financial advisers with cutting-edge technology.
A flagship adviser conference launched with Baroness Karren Brady and Seth Godin headlining our speaker lineup.
After continued growth, Timeline smashes through £2bn AUM in Q1.
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.
Integration of planning and turnkey MPS creates a solution that fully supports the advice process.
Turnkey MPS live in March 2020. AUA £350m by May 2021 Available on 11 platforms.
Timeline secured £1.8m funding and sign up National Firm Succession.
Betafolio obtained FCA approval in Oct 2019.
Timeline launched to help advisers tackle decumulation with real data.
Finalytiq launched to help investment professionals build portfolios that deliver.
Our portfolios have been in existence since 2014 when they were originally set up to provide a robust investment solution.
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.
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.