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IFA WEBINARS

Learn more about Timeline - free upcoming online demos

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FOR FINANCIAL ADVISERS ONLY

Target Market
& Fair Value
Assessments.

View and download our various target market and fair value assessments for the Timeline Platform.

read and download our Target Market & Fair Value Statements for the Timeline Platform

SIPP Statement

Fair Value & Target Market Statement

SIPP

Platform Statement

Fair Value & Target Market Statement

Platform

GIA Statement

Fair Value & Target Market Statement

GIA

ISA Statement

Fair Value & Target Market Statement

ISA

JISA Statement

Fair Value & Target Market Statement

JISA
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. 

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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.

Book A Tour

©2026 Timeline Holdings Ltd. All rights reserved. VAT number 437083884.

Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, 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.