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
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.
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.
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.
Talk to us. We're here to help.
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.
After continued growth, Timeline smashes through £2bn AUM in Q1.
Smashed through the £1bn AUM milestone with gusto!
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.
Talk to us. We're here to help.
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.