Skip to main content
Adviser Login
Client Login

IFA WEBINARS

Learn more about Timeline - free upcoming online demos

Book now
FOR FINANCIAL ADVISERS ONLY

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.

Start Your Trial
See It In Action

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.

Get in touch

Turn brilliant advice into beautifully streamlined experiences.

check-pink

Too much time lost to admin? Streamline client data imports, LOAs, KYC, reviews and reporting.

check-pink

Moving data between systems? Use our direct integrations with intelliflo and a multitude of investment platforms, or import data from almost any spreadsheet with Pennee (beta).

check-pink

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

check-pink

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

check-pink

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

Group 14511

Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.
Find out more
Group 14531

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
Planning-1
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

eka

Customisable FactFind

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

Learn More

loa

Digital LOAs

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

Learn More

House-Regular-Full-V4

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.

Learn More

scf

Advanced risk profiler

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

ect

Next-generation cashflow modelling

Stress test plans against real market history, and explore outcomes as client circumstances change.

Learn More

cpsm

Compliance & consumer duty

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

chart-bar-regular-v4

Comprehensive reporting

Save time on client reviews prep with modular, client-friendly reports that you can customise to suit your exact needs.

iip

Back office integration

Import client data from intelliflo or use Pennee’s Universal Spreadsheet Importer to bring client details, accounts and holdings into Timeline from almost any spreadsheet.

Why Firms Use Timeline Planning

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

Try it for £1
sit-on-chair-meeting2

Show clients their financial plan stress tested against a range of historical market and inflation periods, so they can see how it might behave during uncertainty. Use the year-by-year outputs to explain what is driving outcomes and to support clearer, more confident decisions.

 

Explore Cashflow Modelling
stocks-graph-on-laptop

Direct back-office integrations, flexible spreadsheet imports, modular reporting and smart automations such as digital LOAs help reduce manual administration and free up more time for clients.

Explore Pennee
coffee-chat2

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

Book a call
video-call-desk-laptop

Show Clients the Bigger Picture

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

Try it for £1
sit-on-chair-meeting2

Pre-empt market fluctuations with peace of mind

Show clients their financial plan stress tested against a range of historical market and inflation periods, so they can see how it might behave during uncertainty. Use the year-by-year outputs to explain what is driving outcomes and to support clearer, more confident decisions.

 

Explore Cashflow Modelling
stocks-graph-on-laptop

Save Hours Every Week

Direct back-office integrations, flexible spreadsheet imports, modular reporting and smart automations such as digital LOAs help reduce manual administration and free up more time for clients.

Explore Pennee
coffee-chat2

Tell us what you need

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

Book a call
video-call-desk-laptop

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.

Download Consumer Duty Brochure
Timeline-Consumer-Duty-Mock-Up

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 from your back office or almost any spreadsheet, run projections and connect the plan to the client’s portfolios.

3.

Share the Vision

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

Book My Demo
img 1

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
Success-tour-text-PLAIN-COM-ezgif.com-gif-maker

 

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

Book A Tour

Get in touch.

Try Timeline Planning for Just £1

Try full functionality for just £1 for the first 30 days. Thereafter, the cost is only £142 + VAT per month / £33.75 + VAT per week, including unlimited clients. Cancel anytime.

Start My Trial
Speak to the Team
Screen-Overview-1

©2026 Timeline Holdings Ltd. All rights reserved. VAT number 437083884.

Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, 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.