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BEST MPS

Named Best Model Portfolio Service by Professional Adviser

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Timeline Portfolios:

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.

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.

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

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

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

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

Explore Our Full Suite of Model Portfolios

Timeline Classic - 2025

Classic

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

 OCF range: 0.14% to 0.23%

Timeline Classic ESG - 2025

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%

Timeline Tracker - 2025

Tracker

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

Typical OCF: 0.09%

Timeline Tracker ESG - 2025

ESG Tracker

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

Typical OCF: 0.11% to 0.12%

Timeline Bespoke - 2025

Bespoke

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

The solution:

Investment Solutions built on our 8-point investment philosophy

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Factfind

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

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Financial plans

Create visually compelling financial plans in minutes

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Stress tests

Run powerful stress tests backed by decades of real market data

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Model strategies

Model various withdrawal strategies

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Inheritance tax options

Explore inheritance tax planning options

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Cut review time

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

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Sustainability

Demonstrate sustainability and suitability with confidence

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Integrate plans

Integrate client plans with our Model Portfolio Service & Investment Platform

Our Typical Low-Cost Pricing Model

Timeline MPS fee

0.09%

per annum
(Minimum requirements apply)

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. 

Managed on a Discretionary Basis Through:

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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.

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

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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.

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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.

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Tolerance-Based Rebalancing

Keeps portfolios aligned to their risk rating while optimising performance.

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Bespoke Portfolios

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

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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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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.”

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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.”

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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

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.”

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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

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!”

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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

Hilary Wise

Wealth Harbour

The Value We Deliver

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Globally diversified portfolios

Globally diversified portfolios optimised for performance and cost

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Powerful tech

Powerful tech allows easy management, analysis, comparison and reporting.

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Tolerance-Based rebalancing

Tolerance-Based rebalancing optimises performance in line with the risk rating.

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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.

Book a Demo to See Timeline Portfolios in Action

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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.