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Timeline Planning:

Turning great
advice into
seamless client
journeys.

Timeline Planning helps you create clear and compelling financial plans. Built on over 100 years of real market data. It gives your advice weight and your clients confidence and peace of mind.

Timeline Planning:

Great advice, less friction.

Advice is your superpower — admin shouldn't be your kryptonite. Our planning tools help you focus on impact by streamlining your core processes.

Turn brilliant advice into beautifully streamlined experiences.

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Too much time lost to admin? Automate LOAs, KYC, reviews, and reporting.

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Struggling to connect the dots? Integrate seamlessly with intelliflo, Iress, and other key providers.

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Want to build confidence in your advice? Use 100+ years of real capital market data, an unbiased risk profiler, and real-world stress tests.

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Need to show impact? Clear visuals, plan comparisons, IHT modelling and stress tests prove the value of your advice.

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Navigating compliance? Every step is audit-ready and Consumer Duty-aligned.

The solution:

Planning Built for Modern Advisers.

Timeline’s planning tech goes beyond basic cashflow models.

It’s designed to turn your advice process into a visual, engaging experience for clients while saving you hours of admin each week.

 

Factfind

Deliver customisable factfind and risk profiling questionnaires that pre-fill info into the financial plan

Financial plans

Create visually compelling financial plans in minutes

Stress tests

Run powerful stress tests backed by decades of real market data

Model strategies

Model various withdrawal strategies

Inheritance tax options

Explore inheritance tax planning options

Cut review time

Cut review prep time by up to 60% with powerful modular reporting

Sustainability

Demonstrate sustainability and suitability with confidence

Integrate plans

Integrate client plans with our Model Portfolio Service & Investment Platform

Planning

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

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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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. 

Features snapshot:

Planning Tools You Can Count On

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Customisable FactFind

Tailored templates and automated data entry make gathering and updating client information effortless.

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Advanced risk profiler

Accurately assess risk tolerance and capacity for loss, backed by 120+ years of market data.

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Next-generation cashflow modelling

Stress-test financial plans using real-world scenarios from market volatility to inflation.

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Digital LOAs

Reduce your LOA admin by 80% with our fully automated requests, follow-ups, and tracker.

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Compliance & consumer duty

Demonstrate suitability and good outcomes while keeping a full audit trail.

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Powerful IHT planner

Show the value of your advice by comparing your tax-efficient IHT plan to the default scenario where they may have to pay more tax.

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Comprehensive reporting

Save up to 60% on review prep time with modular, client-friendly reports that you can customise to suit your needs.

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Back office integration

Import data from Intelliflo and reskin it with fewer clicks, making setting up cashflow modelling and more easier than ever before.

Why Firms Use Timeline Planning

Show Clients the Bigger Picture

Deliver financial plans with clear visuals that make complex concepts simple for clients to understand.

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Pre-empt market fluctuations with peace of mind

Show them their financial future stress tested against historical scenarios including World Wars, The Great Depression, The Pandemic, and much more. Give them clarity, confidence and conviction. Use the Timeline Chart to show downturns are a feature of the markets, not a bug.

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Save Hours Every Week

With integrations with the major back office systems, customisable modular reporting, and smart automations like digital LOAs, you can reduce hours of admin and free up time to focus on clients. Not to mention the seamless integration with our investment portfolios and platform.

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Tell us what you need

Ongoing updates based on adviser feedback to ensure you always have the best tools at your fingertips.

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Show Clients the Bigger Picture

Show Clients the Bigger Picture

Deliver financial plans with clear visuals that make complex concepts simple for clients to understand.

sit-on-chair-meeting2

Pre-empt market fluctuations with peace of mind

Pre-empt market fluctuations with peace of mind

Show them their financial future stress tested against historical scenarios including World Wars, The Great Depression, The Pandemic, and much more. Give them clarity, confidence and conviction. Use the Timeline Chart to show downturns are a feature of the markets, not a bug.

stocks-graph-on-laptop

Save Hours Every Week

Save Hours Every Week

With integrations with the major back office systems, customisable modular reporting, and smart automations like digital LOAs, you can reduce hours of admin and free up time to focus on clients. Not to mention the seamless integration with our investment portfolios and platform.

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Tell us what you need

Tell us what you need

Ongoing updates based on adviser feedback to ensure you always have the best tools at your fingertips.

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Enhance Consumer Duty and Suitability

Timeline supports advisers to evidence Consumer Duty through a full audit trail, clear, compelling, data-driven visuals that easily explain key retirement risks, demonstrate the sustainability of various income strategies, and empower them to make informed decisions.

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Start Planning in Three Simple Steps

1.

Start Your Trial

Access the full Timeline Planning suite for just £1 and explore all the features. You’ll also have access to a representative who can support you with a demo / success tour or an overview.

2.

Build Your First Plan

Import client data, run projections, and link the plan to their portfolios.

3.

Share the Vision

Deliver an advice experience that builds confidence, clarity, and long-term engagement.

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What Advisers Say About Timeline Planning

"Timeline has been a game changer for our business. We were already bought into an evidence based investing approach so using their portfolios was a no brainer. However, what has really impressed us the tech on offer. I use their cashflow planning and analysis tools with nearly every client. Not only is the output very good it is also presented in a way clients can understand and looks very clean and professional"

Matt Pitcher

Matt Pitcher

Altor Wealth

“Timeline’s intuitive design and market-leading tools have significantly enhanced my ability to deliver clear, client-focused advice. Its innovative features save time and enable me to focus on what truly matters—helping my clients achieve their financial goals.”

Chris Hindle

Chris Hindle

Chartered ALIBF Operations 

Director & Chartered Associate

“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."

Eugenie Cameron

Eugenie Cameron

Malvern Financial Planning
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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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Get in touch.

Try Timeline Planning for Just £1

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©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.