Skip to main content
Adviser Login
Client Login

BEST MPS

Named Best Model Portfolio Service by Professional Adviser

Find out More

Legal and
Compliance.

View and download our various company policies and compliance documentation.

read and download our legal policies

Privacy Policy

View and download Timeline's Privacy Policy.

Privacy Policy

Cookie Policy

View and Download Timeline's Cookie Policy.

Cookie Policy

Consumer Duty Statement

View and download Timeline's Consumer Duty Statement.

Consumer Duty Statement

Engagement Policy

View and download Timeline's Engagement Policy.

Engagement Policy

Investment Research Statement

View and download Timeline's Investment Research Statement.

Investment Research Statement

conflicts of interest policy

View and download Timeline's Investment Research Statement.

Conflicts of Interest Policy

Risk and Governance Policy

View and download Timeline's Risk and Governance Policy.

Risk and Governance Policy

Anti-Bribery Statement

View and download Timeline's Anti-Bribery Statement.

Anti-Bribery Statement

Slavery and Human 
Trafficking Statement

View and download Timeline's Slavery and Human Trafficking Statement.

Slavery and Human Trafficking

Complaints Procedure

View and download Timeline's Complaints Process.

Complaints Procedure

Vulnerable Clients Policy

View and download Timeline's Vulnerable Clients Policy.

Vulnerable Clients Policy

ICARA Statement

View and download Timeline's ICARA Statement.

ICARA Statement
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. 

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

Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©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.