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.

View Our Journey

 

 

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Founder & CEO

Abraham Okusanya

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.
About-Abraham-1
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CIO

Nicki Hinton-Jones

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. This is where Timeline makes a big difference.

About_Nicki-1
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COO

Karthica Underwood

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.
About-Kartihca-1

We aim to help millions of people to 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

Cristian Teichner

Design

Meet the leadership team

About-Abraham4
Founder & CEO

Abraham
Okusanya

About-Nicki2
CIO

Nicki
Hinton-Jones

About-Karthica3
COO

Karthica
Underwood

About-ed2
CCO

Ed
Carey

About-richard2
CFO

Richard
Preston

About-tom2
CMO

Tom
Newbould

About-thomas2
VP Product

Thomas
Hogg

About-Nacho2
CTO

Nacho
Gutierrez

See how we can help you

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

Speak to Sales

Slide 2

The story so far

2023_V3

£2bn AUM milestone

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

ICONS About-12

Surpass £1bn AUM

Smashed through the £1bn AUM milestone with gusto!

ICONS About-12

£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.

ICONS About-13

Joined the dots

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

ICONS About-14

Betafolio live

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

ICONS About-14

£1.8m funding secured

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

ICONS About-15

Make investing easier

Betafolio obtained FCA  approval in Oct 2019

ICONS About-16

Beyond the 4% rule

Timeline launched to help advisers tackle  decumulation with real data.

ICONS About-18

In the Beginning

Finalytiq was launched to help investment professionals build portfolios that deliver.

ICONS About-20

A strong start

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

The story so far

£6 Billion AUM!

Timeline Surpasses £6bn AUM

We surpass £6bn AUM in July 2024
2024
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Timeline announces Platform 3.0

CEO Abraham reveals Timeline's plans to launch a new platform at our 2024 Adviser 3.0 event.
2024
Up-1

Adviser 3.0 2024: Bigger and Better

Timeline's flagship adviser conference: Deborah Meaden headlines.
2024
£4BN-Blog-4

£4bn AUM Milestone

Timeline rockets beyond £4bn AUM in Q4 2023

2023
Most-recommended-MPS--by-Advisers

Most-recommended MPS

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

2023
£3b

£3bn AUM milestone

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

2023
SB

£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
Adviser 3.0 - Presentation Slide V5

Timeline Launches Adviser 3.0

A flagship adviser conference launched with Baroness Karren Brady and Seth Godin headlining our speaker lineup.
2023
vibrant-colors-illuminate-night-sky-with-fireworks-generated-by-ai

£2bn AUM milestone

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

2023
vecteezy_coins-stack-with-graph-stock-funding-or-money-saving_10813865_149

£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
vecteezy_happy-employees-giving-each-other-a-high-five_7389455_284

Join the dots

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

2021
Live

Betafolio live

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

2020
Secure

£1.8m funding secured

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

2020
investing

Make investing easier

Betafolio obtained FCA  approval in Oct 2019

2019
beyond

Beyond the 4% rule

Timeline launched to help advisers tackle  decumulation with real data.

2018
Beginning

In the Beginning

Finalytiq launched to help investment professionals build portfolios that deliver.

2016
Start

A strong start

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

2014

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 includes 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.
Timeline Logo - MFL - W
   ©2024 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
 
Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR.
 
Timeline Portfolios Ltd is incorporated under the laws of England and Wales (Company number 11557205) and is
authorised and regulated by the Financial Conduct Authority (number 840807). 

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.