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Award-Winning excellence At Timeline

At Timeline, we’re driven by innovation and customer-focused tech. Our pioneering products and expert team have earned recognition across financial services and fintech. Here’s a look at our recent awards.

Our successes in 2025

WealthTech of the Year Winner Timeline Winner

WealthTech of The Year

UK FinTech Awards
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May 12, 2025, 12_35_23 PM Winner

Best Model Portfolio Service

Professional Adviser PA Awards (March 2025)
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ChatGPT Image May 12, 2025, 12_52_24 PM Winner

Best Retirement Management Solution Provider

Fintech Breakthrough Awards
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ChatGPT Image May 12, 2025, 12_56_30 PM Winner

Best Financial Planning Solutions Provider

Global Excellence Awards (April 2025)
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BCA - Email_ Web Banner - Blue Winner

Breakthrough Culture Award 2025

Recognised Then
and Now

A look back at our shortlists and past triumphs

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Shortlist Honours 2025

 

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2024 Wins and Shortlists

 

Wins: 6  |  Shortlists: 18

 

 

Notable Shortlists:

 

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Previous Years 

 

2023

  • Finalist – Investment Tech of the Year, European Fintech Awards

  • Shortlisted – Best Podcast, Rising Star, Proposition Development (Investment Week)

  • Shortlisted – Rising Star: Business & Individual, Portfolio Adviser Awards

2022

  • Shortlisted – Leading Innovation, Schroders UK Platform Awards

2021

  • Winner – Most Innovative Financial Planning Software, FinTech Awards

  • Shortlisted – Leading Independent Planning Tool Provider, UK Platform Award

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Staff Recognition

 

2025

Shortlisted - Investment Week: Women in Investment Awards 2025

  • Investment Woman of the Year (small to medium firms): Nicki Hinton-Jones (CIO)
  • Marketing Influencer of the Year: Hana Dickinson (Head of Marketing)

Shortlisted – Women in Financial Advice Awards 2025 

  • Role Model of the Year: Nicki Hinton-Jones (CIO) and Kate Phillips (Head of Sales).  
  • Team Leader of the Year: Hana Dickinson (Head of Marketing) and Nicki Hinton-Jones (CIO). 
  • Woman of the Year (Investment): Kate Phillips (Head of Sales). 
  • Rising Star (Non-Advice): Lorna Pissarro (Marketing Manager) and Melissa Canham (Marketing Manager).

2024

 

2023

  • Selected – Kate Phillips, Head of Sales & Nicki Hinton-Jones, CIO: Women in FinTech Powerlist - 2023 - Innovate Finance Awards

2021

  • Shortlisted – Kate Phillips, Head of Sales & Nicki Hinton-Jones, CIO: Women in Finance Awards - 2021

 

 

 

Celebrating Our Team & Clients

Every accolade is a reflection of our commitment to innovation, integrity, and impact in financial services. We’re proud to be recognised by industry leaders and even prouder to support the advisers and clients who trust Timeline every day.

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Online tours:

Want To Learn More About Timeline?

Join our monthly Success Tour webinar for a complete tour of Timeline's ecosystem, designed for today's financial advisers, guiding you through the full client journey.

Book a Tour!
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Planning

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

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

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

Book A Tour

Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©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.