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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.
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Cashflow Modelling
That tells a clear Story

Stress test plans with real market data. Replace complexity with clarity and conviction to support meaningful conversations.

 
Exclusively for UK Financial Advisers
Start Your Trial for £1

See timeline's Cashflow Modelling in Action

Watch how advisers use the financial plan to stress test outcomes, explore alternatives and keep clients confident in the decisions they make.

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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. 

What Advisers Do With the Plan

1.

Start with real history, not guesswork

Replay real periods of inflation, market falls, and recoveries to understand how a plan might behave in conditions clients recognise.

2.

Test what-if scenarios

Explore alternative approaches, such as different retirement timings, income needs, or spending assumptions, and compare outcomes within the same plan.

3.

Keep the process Consistent

Apply the same evidence-based approach across clients, with clear, structured outputs that support review and advice consistency.

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What You Can Model

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Tax planning across wrappers

Model pensions, ISAs, GIAs and a wide range of tax wrappers, and see how different choices affect outcomes.

 

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Scenario Comparisons

Compare different approaches and assumptions within the same plan.

 

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Transparent calculations

Review what is driving results using clear, structured outputs that support explanation and review.
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Flexible client situations

Model accumulation and retirement scenarios across different client circumstances using real historical market and inflation data.

 

Why This Helps In practice

Grounding plans in long-term historical market data supports more robust stress testing and stronger confidence in the modelling.
 
Clear, structured, year-by-year outputs provide an evidential foundation for advice conversations and internal review. Scenario comparisons can be explored quickly, helping advisers assess alternatives without rebuilding the plan.
 
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What do advisers think?

"Timeline’s ‘what if’ modelling is a brilliant enhancement to the platform. Having everything in one plan means we can test scenarios instantly while we’re talking, explore every option in the room, and give clients clearer answers there and then. It’s made our advice much more fluid, and our conversations outcome-focused."

1754752465017

Daniel Williams

Director at Morgan Williams & Co

Flexible by design: standalone or connected.

Use cashflow modelling as a standalone tool, or connect it to the wider Timeline ecosystem for a smoother workflow across the advice journey.

  • FactFind, risk profile, financial plan and reporting work together
    Reducing double entry and keeping key client information aligned across the journey.
  • Digital Letters of Authority are supported in the same environment
     Helping streamline information gathering and reducing time spent chasing data.
  • AI-supported FactFind follow-ups and summaries
    Helping structure information collection and meeting prep, with adviser oversight.
  • Less admin, more client time
    By reducing rekeying and manual follow-up, advisers can spend more time on meaningful conversations and delivering effective advice.

Ready to give it a try?

See the plan clearly.
Stress test it properly.
Explain it with confidence.

Start Your Trial for £1
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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

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Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

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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.