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A huge library of articles, webinar recaps, podcasts, guides and research to educate and inspire today's financial planners.

Featured, Product Updates
3 min read

A Simpler, More Reliable Way to Do Cashflow Modelling
By Gonzalo Podgaesky 28 Jan 2026

Cashflow modelling sits at the heart of good financial advice. It helps you test plans, explain outcomes and give clients confidence about their future.

ALl blogs & ARTICLES:

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    Announcements, Timeline News
    3 min read

    We've Hit £10 Billion in AUM – But This Milestone Is About So Much More

    By Tom Newbould 09 Jul 2025
    Timeline News
    2 min read

    Timeline named Best Model Portfolio Service at the Professional Adviser Awards 2025

    By Melissa Canham 20 Mar 2025
    Timeline News
    4 min read

    Return of our ‘Gold Standard’ Financial Adviser 3.0 Conference with Deborah Meaden & Gino Wickman headlining the speaker line up

    By Timeline 01 Dec 2024
    Product Updates, Timeline News
    2 min read

    Trailblazing Timeline launches Platform with a seamlessly integrated ecosystem for advisers

    By Tom Newbould 16 May 2024
    Timeline News
    2 min read

    Timeline Recognised for Retirement Management Technology Innovation in 2024 FinTech Breakthrough Awards

    By Melissa Canham 14 Mar 2024
    Product Updates, Timeline News
    2 min read

    Timeline Portfolios Go Live on SS&C Hubwise Platform

    By Ed Carey 27 Feb 2024
    Product Updates, Timeline News
    1 min read

    Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

    By Tom Newbould 22 Jan 2024
    Timeline News
    2 min read

    Timeline Rockets Beyond the £4 Billion AUM Milestone, Simultaneously Doubling Collaborations with Adviser Firms

    By Tom Newbould 10 Jan 2024
    Timeline News
    1 min read

    Timeline Portfolios amongst the fastest-growing DFMs

    By Melissa Canham 12 Dec 2023
    Timeline News
    2 min read

    Timeline raises £10 Million Series B Funding Round & Surpasses £3bn AUM

    By Abraham Okusanya 25 Sep 2023
    Timeline News
    1 min read

    The UK’s fastest growing discretionary fund manager Timeline smashes £2bn milestone in just  3 years of launch

    By Tom Newbould 04 Apr 2023
    Timeline News
    2 min read

    Happy Holidays: A Year in Review

    By Abraham Okusanya 21 Dec 2022
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