Having reached this key milestone in just three years since our launch, we would like to sincerely thank everyone for their continued support.
Demand for our low-cost, evidence-based model portfolio service and financial planning software continues to increase.
We have already signed a record number of firms in 2023 following growth of 142% in 2022, cementing our position as the ‘UK’s fastest-growing DFM’ according to the independent NextWealth report.
Our CEO, Abraham, commented: "It's been another amazing year for Timeline and I'm incredibly proud of my team. We've worked tirelessly to continually evolve our tech to meet the needs of our users, and we've grown our team considerably to ensure our service maintains the high standards we set ourselves at the outset.”
As you probably know, our one-of-a-kind ecosystem of deeply embedded tools elevates the adviser-client experience and, combined with our position of being one of the most keenly priced MPS solutions, offers value for money and significant savings for clients.
We can also highlight our natural affinity with the FCA’s new Consumer Duty rules by offering financial advisers clear synergy with the requirements of fair value, avoiding harm, and enabling and supporting clients with clear and accurate information.
Building on our rapidly increasing profile, we are looking forward to our new flagship conference on May 18th - 'Adviser 3.0: Change Agents,' for Financial Advisers and Planners, which seeks to drive positive change and new ideas in the industry.
The conference will bring together hundreds of leading financial advisers in London on May 18th. The star of the BBC TV’s The Apprentice Baroness Karren Brady CBE, and world-renowned author Seth Godin, will headline a stellar line-up of expert speakers from throughout the industry. A limited number of tickets are still available and, along with Abraham, we hope to see you there:
“Adviser 3.0, which will undoubtedly be the best adviser conference of 2023. Our goal is to bring solutions and ideas that drive positive change in the industry and help millions retire with confidence. We encourage advisers to talk to us – it can only lead to good things."