We’re proud to announce that Timeline has reached £10 billion in assets under management (AUM). This moment represents more than just growth. It reflects our commitment to purpose, our measurable impact, and the trust advisers and clients place in us every day.
Since the beginning, we’ve focused on empowering financial advisers with the tools and portfolios they need to help people plan, invest and retire with confidence. Reaching £10 billion in AUM is a powerful validation of that mission. But the real story is in the lives we’re helping to shape.
“This isn’t just about numbers. It’s £10 billion of people’s hopes and dreams,” says Abraham Okusanya, Founder and CEO of Timeline.
“We don’t take the trust that people have placed in us lightly. Our goal is to support advisers so they can deliver confident, life-changing advice to their clients.”
Our journey to this point has been driven by a clear focus: to build something meaningful for advisers and their clients. Something that simplifies, enhances and transforms the advice experience.
The impact we've had so far
Innovation that works for advisers
Inspiring the next generation
We measure success by the difference we make. Here’s what our journey to £10 billion AUM looks like in real numbers:
- 77 jobs created in the UK’s tech and financial services sectors
- 650 advice firms supported with tools and portfolios built for growth
- 60,000 financial plans created to empower individual financial futures
- 45,000 end clients served through low-cost, evidence-based portfolios
- Up to £35 million saved in fees compared to traditional MPS solutions
- 13,622 attitude-to-risk questionnaires completed for better client alignment
- Over 2,500 digital Letters of Authority submitted to reduce onboarding friction
- 80 percent time savings on LOA administration with our PensionLab integration
- 104,000 educational video views to support financial literacy
- One sponsored Financial Planning degree at Coventry University
- Over 30 trainee tickets funded for Adviser 3.0, our flagship conference
These numbers are not just statistics. They represent meaningful change for firms, advisers, and the clients they serve.
A Platform Built for the Future
This milestone also reinforces our position as one of the fastest-growing discretionary fund managers in the UK. Our growth is grounded in an evidence-based investment philosophy and a platform that is fully integrated across the financial planning journey.
Our unified ecosystem includes Factfind, Risk Profiler, Cashflow Planning, Investment Analytics, Digital Onboarding, and Client Portal. All of this is seamlessly connected to our low-cost portfolios, trading infrastructure, custody and tax wrappers.
“The future of advice is digital, integrated and human-centred,” says Okusanya.
“We’re proud of the ecosystem we’re building and the legacy we’re creating. And this is only the beginning.”
Looking Ahead
Our ambition remains focused on helping millions of people plan, invest and retire with confidence. To get there, we’re continuing to invest in adviser support, develop intelligent portfolios, and push the boundaries of platform efficiency.
We are not just growing. We are building the next chapter of financial advice.
Join the Timeline Ecosystem
If you’re a financial adviser looking for a smarter way to deliver advice, we’re ready to partner with you. From tools and technology to portfolios and support, we’re here to help you grow and thrive.
Visit www.timeline.co to learn more or get started.
