Timeline allows my firm to compete with any UK advice firm by offering our clients a top-end service and investment strategy.
Timeline Portfolios is a truly scaleable DIM service for our business without the loss of any control for me, my firm, or our clients.
Thanks Wealth Planning
I do not know how you can advise a client properly without Timeline Planning.
Whether you use other cash flow tools or not the output from Timeline is unique and should provide the basis for all financial plans
Ian King Financial Planning Ltd
We have been using Timeline's platform for a while now as we believe that it is the best retirement solution in the market.
Timeline's constant new feature development and release strategy has really impressed us.