Clients deserve better

Timeline Portfolios is the UK’s premier low-cost, evidence-based, turnkey discretionary model portfolio service (MPS) exclusive to financial planning firms.

 Speak to Sales  Book a Demo

 

 

We're not
stopping here 🚀

£3bn

Assets Under Management

£18.3m

Investment fees savings per annum

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Powered by
technology

Our Control Centre is your one-stop digital portal for everything you need to manage your centralised investment proposition.
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Driven by
empirical evidence

We design portfolios that capture capital market returns based on decades of empirical data.
Control

Puts the adviser
in control

Financial planning is where the real value to clients lies. That’s why we create portfolios that exist only in service of the financial plan. 

Intelligently designed model portfolios

We offer the following suite of model portfolios:

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Classic

Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia.

  • Range from 0% to 100% equity allocation
  • Average OCF of 0.13-0.22%
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ESG Classic

The ESG Classic portfolio is a globally diversified portfolio that is well-positioned to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low-carbon philosophy.

  • OCF of between 0.19 and 0.34%
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Tracker

Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed income portfolio, according to risk/return requirements.

  • A typical OCF of 0.08%.
Tracker ESG B

ESG Tracker

The ESG Tracker portfolio is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating.

  • A typical OCF of between 0.10% and 0.15%.
Bespoke B

Bespoke

Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.

We also offer a Bespoke option

G4

Bespoke

Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.

Managed on a discretionary basis through

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aegon
quilter
transact
Nul
7im-2
FusionWealth
aviva
standard-life
fundment
ajbell
M&G2
fidelity
Wealthtime
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Our typical low-cost pricing model

Get in touch with the Business Development Manager in your region for a personalised quote.

Timeline Portfolios

0.09%

Price per annum. Minimum requirements apply

Book a demo with your BDM

Key features included:

  • Full service Control Centre
  • Investment Process Document
  • Quarterly Client-Ready Commentary
  • Group Investment Committee Meeting
  • Tolerance-Based Rebalancing
  • Platform Due Diligence

Take a look for yourself

Timeline Portfolios is the UK’s premier low-cost, evidence-based, turnkey discretionary
model portfolio service (MPS)exclusive to financial planning firms.

 

Take a look for yourself

Timeline Portfolios is the UK’s premier low-cost, evidence-based, turnkey discretionary model portfolio service (MPS) exclusive to financial planning firms.

Book a demo

Seeing is believing. Why not speak with us? We'll show you exactly how awesome Timeline Portfolios is...

Speak to Sales

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Timeline Tours

Book our next monthly Timeline Tour.

Grab a Seat

 
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Latest events, guides & videos

Why not brows all the free resources Timeline has to offer? 

Take a Look

 

What financial advisers say about us

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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.

The team are great people to work with, professional, responsive, authentic and fun, which we all really appreciate. 

Gretchen Betts - Magenta Financial Planning

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For us and our clients, it's great to have a team of individuals behind us focused on their investments - including dedicated investment analysts and investment specialists. We have a process and an investment philosophy that we can explain and have full confidence in.

Tom Skinner - Barnaby Cecil

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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

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