Timeline Model Portfolio Service:

Evidence-Based Portfolios
Designed for
Results

Timeline Portfolios is the UK’s low-cost, evidence-based discretionary Model Portfolio Service (MPS) built exclusively for financial planning firms.

Where clear comparisons lead to confident strategies, seamless portfolio management and smarter client outcomes - for just 0.09% DFM fee.

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Explore Our Portfolios

The problems we solve:

Smarter strategies, stronger outcomes

We’ve done the heavy lifting on asset allocation, so you can focus on relationships and results. Simple to run, easy to explain, built to perform.

Because portfolios should work with you, not against you.

Overwhelmed by choice? Keep it simple with our Tracker, Classic, ESG and Bespoke options, all mapped to major risk tools.

Want to maximise returns? Tolerance-based rebalancing keeps clients on track while maximising performance.

Need a compelling investment story? A straightforward investment philosophy, transparent pricing, and easy portfolio comparison help you guide clients with clarity.

Concerned about cost? Low-cost, evidence-based investing means more value goes to your clients.

Explore Our Full Suite of Model Portfolios

Classic

Globally diversified portfolios that capture factor-based returns including the small and value premia.

OCF range: 0.14% to 0.23%

ESG Classic

Built on the Classic framework, this portfolio integrates sustainability and low-carbon goals while retaining the same smart exposure.

OCF range: 0.14% to 0.28%

Tracker

Market cap-weighted equity index with diversified fixed income aligned to risk profiles.

Typical OCF: 0.09%

ESG Tracker

Designed for minimal active risk while enhancing ESG credentials and global market capture.

Typical OCF: 0.11% to 0.12%

Bespoke

Work with us to manage in-house portfolios using our technology, governance and joint IC framework. Ideal for firms wanting input and oversight.

Timeline Multi-Asset Funds

Four unitised funds, 40% to 100% equity, closely aligned with the Tracker MPS and built to provide access to global market returns.

The solution:

Investment Solutions built on our 8-point investment philosophy

See Portfolios in Action

Risk and Return are Related

There is good risk and bad risk. Higher exposure to the right risk factors or premia leads to higher expected returns but is no guarantee of them. Risk is the premium investors pay for the expectation of a greater return.

The capital markets work

Manage planning, portfolios, transfers, trading and custody with one login, one dashboard and one client database.

Asset allocation and portfolio structure drive portfolio return

The most important factor determining the level of risk and variability of return in a portfolio is asset allocation.

Consistent outperformance is rare

Economic uncertainties, random market movements, and the rise and fall of individual companies mean it is extremely difficult for anyone - including professional fund manage-rs - to beat the market in the long term. There is a significant body of research to suggest that outperformance by most fund managers is down to luck rather than skill.

Costs matter

Costs reduce an investor's net return and represent a hurdle for a fund. Before a fund can outperform, it must first add enough value to cover its costs. Sadly, the vast majority of professional fund managers fail to add value and high cost is a strong predictor of poor fund performance.

Investor behaviour is a key determinant of long-term outcome

All too often, Investors let their emotions get the better of them with dire consequences for investment returns. We expect that planners working with Timeline add significant value by helping clients maintain a disciplined approach, especially in extreme market conditions.

Diversification is essential

Diversification is the principle of spreading your investment risk around. Our investment portfolios hold the shares and bonds of many companies and governments in many countries around the world.

Rebalancing should be driven by market movements

Unnecessary portfolio rebalancing, often arbitrarily timed around client review meetings, damages investment returns. Rebalancing should be driven by market movements to ensure portfolios remain in line with risk parameters and return objectives.

Managed on a Discretionary Basis Through:

Learn more about Timeline’s platform

Core Strengths of Our Portfolio Solution

Fees start at just 0.09%, significantly reducing costs for your clients.

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Deliver Our ranges portfolios Our models go up in 10% increments from 0% equity to 100% to aligned with your clients’ risk profiles, and aspirations, and regulatory requirements.

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Keeps portfolios aligned to their risk rating while optimising performance.

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Retain control of your asset allocation while benefiting from our technology and governance.

Book your demo

Helps you stay on top of these small but important tasks.

Book your demo

Regular performance, investment management and thematic updates.

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Low-Cost, Transparent Pricing

Fees start at just 0.09%, significantly reducing costs for your clients.

Book your demo

Models to fit a range of risk profiles

Deliver Our ranges portfolios Our models go up in 10% increments from 0% equity to 100% to aligned with your clients’ risk profiles, and aspirations, and regulatory requirements.

Book your demo

Tolerance-Based Rebalancing

Keeps portfolios aligned to their risk rating while optimising performance.

Book your demo

Bespoke Portfolios

Retain control of your asset allocation while benefiting from our technology and governance.

Book your demo

Comprehensive tax, fee, and cash-buffer management

Helps you stay on top of these small but important tasks.

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Group Investment Committee Meetings

Regular performance, investment management and thematic updates.

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Timeline Charts 2025

Guiding Clients Through Uncertain Times!

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14+ Charts

Gain access to all charts, including summarised content.

Historical Data

We use empirical data going back from 1926 to the modern day.

Visually Compelling

See how portfolios fared under a wide range of market conditions.

Results From Major Events

From bull and bear markets, recessions, and political parties.

Colourful Perspective

On how wealth compounds in various asset classes and portfolios over time.

Timeline Charts 2025

Guiding Clients Through Uncertain Times!

Timeline Chart - 2025 - ALT DESIGN_Investing & Politics Chart 2

14+  
Charts

Gain access to all charts, including summarised content.

Historical  
Data

We use empirical data going back from 1926 to the modern day.

Visually  
Compelling

See how portfolios fared under a wide range of market conditions.

Results From  
Major Events

From bull and bear markets, recessions, and political parties.

Colourful 
Perspective

On how wealth compounds in various asset classes and portfolios over time.

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

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

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.

Three Steps to Smarter Portfolio Management

1.

See it in Action

Get in touch with your regional representative who can deliver a bespoke demo and talk through next steps.

2.

Choose the Right Models

Once signed up, you can compare and analyse portfolios then use our clear visuals to present your recommendations to your clients..

3.

Leave the Heavy Lifting to Us

From investment committee oversight to tolerance-based rebalancing and client-ready reporting, we handle the admin so you can focus on advice.

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Helping Forward-Thinking Firms Deliver Better Advice.

“I love embracing technology and with Timeline Portfolios there are always new developments and they help us to communicate well with our clients through their highly visual tech and reporting.”

Tim Horrocks

RockWealth

“We started working with Timeline this year and have been blown away by the service levels they have provided.

The access to fund information, adviser support software and investment technical updates has had a massive positive impact at Magenta.”

Gretchen Betts

Magenta Financial Planning

“We have been using Timeline for more than 12 months now. The insights we can easily share with clients are excellent, the tools to analyse fund performance and create great reports quickly and efficiently, has been a game changer.

For us, the main thing is that the investment philosophy aligns with our thoughts, the ability to aggregate data and know we are being supported by a business that will not rest until that challenge is overcome, is a huge win! There are good reasons it is the fastest growing DFM in the UK.”

Guy Skinner

Citygate Financial Planning

“We believe Timeline is one of the finest model portfolio solutions available. Their dedication to collaboration and ongoing innovation is truly commendable.

Coupled with their comprehensive access to information, advisor support tools, and timely investment updates, Timeline has made a profoundly positive impact on PWS. Their team is exceptional—professional, genuine, and an absolute pleasure to work with.”

Nick Grogan

PWS

“As a newly established firm, we chose to partner with Timeline to deliver a first class investment solution for our clients. Not only have they delivered on this front, but also offered essential resources and unwavering support during our early stages, which have been invaluable to our growth.

We look forward to building on this successful partnership and continuing to deliver exceptional results for our clients.”

Dan Boden

Abode

“Since partnering with Timeline, we've been impressed with the service, the software and the cohesion of the service.

Our clients love the simple elegance of the portfolios, and so do we!”

Pete Matthew

Jacksons

“What impressed us most when choosing to work with Timeline was a clear ‘no-nonsense’ mindset. From their evidence-based approach to building investment portfolios, built on decades of academic research, to their plain English communication, they keep everything simple.

Simple doesn’t mean basic, however, and we have been with continually impressed by the quality of their adviser and client facing material, to the power of their technology systems and the hands-on support from their sales and investment specialists to help us educate our clients. We wouldn’t hesitate to recommend them to our clients or our fellow advisory community.”

Hilary Wise

Wealth Harbour

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

Get in touch

Book a Demo to See Timeline Portfolios in Action

Speak To Our Team

Explore Our Investment Range

Timeline Model Portfolio Service:

Evidence-Based Portfolios Designed for Results

The problems we solve:

Smarter strategies, stronger outcomes

Explore Our Full Suite of Model Portfolios

Classic

ESG Classic

Tracker

ESG Tracker

Bespoke

Timeline Multi-Asset Funds

The solution:

Investment Solutions built on our 8-point investment philosophy

Risk and Return are Related

The capital markets work

Asset allocation and portfolio structure drive portfolio return

Consistent outperformance is rare

Costs matter

Investor behaviour is a key determinant of long-term outcome

Diversification is essential

Rebalancing should be driven by market movements

Our Typical Low-Cost Pricing Model

Managed on a Discretionary Basis Through:

Core Strengths of Our Portfolio Solution

Timeline Charts 2025