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.

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.

I was looking for a partner who provides a strong evidence-based approach to investments with a low cost basis and a strong message. Timeline met this demand and more. We have similar portfolios with strong track records with different partners. What sets Timeline apart is their strong messaging, communication and assistance in client education.

I like to back industry disrupters and companies who can bring in efficiencies, enhance the client experience and generally help our industry evolve. Timeline help me deliver this. 

Thank you to all the team at Timeline Portfolios. I’ve been delighted with the progress we have made moving a substantial proportion of our clients onto your service and expect this to continue. The reporting and support have been excellent and make the task of conveying information to clients considerably easier, along with Timeline Planning and our other cashflow planning tools.

We have also been changing platforms, I conservatively estimate that this has reduced costs for our clients by £50,000 a year. As a small firm serving a small number of families this is significant and helps us with our plans to grow.