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

 

We empower financial advisers

Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!

Enquire Today  Book a Demo

 

 

 

We empower

financial advisers

 

Timeline's best-in-class planning technology and portfolio management
enables you to deliver exceptional value to your clients
- on your terms!

Enquire Today
Book a Demo
Planning-1

Planning

Compare plans and stress tests against 100 years of capital markets data in a highly visual way that brings it to life for your clients. 

Portfolios

Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Planning-1
Portfolios

Planning

Compare plans and stress tests against 100 years of capital markets data in a highly visual way that brings it to life for your clients. 

Find Out More

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. 

Our model portfolios are available on

TP-1
aegon
aviva
FusionWealth
novia2
nucleus
quilter
standard-life
transact
fundment
ajbell
7im-2
M&G2
fidelity
wealthtime_select

What advisers say about us

SW-1
TS_NO_B
MP

Timeline allows my firm to compete with any UK advice firm by offering our clients a top-end service and investment strategy.

Timeline Portfolios is a truly scaleable DIM service for our business without the loss of any control for me, my firm, or our clients.

Sam Whybrow  

Thanks Wealth Planning

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.

Tom Skinner

Barnaby Cecil

We have been using Timeline's platform for a while now as we believe that it is the best retirement solution in the market. Timeline's constant new feature development and release strategy has really impressed us.

Matt Pitcher

Altor Wealth

Download our brochure

Download our brochure to have all the fundamental about our services info in a handy pdf.

Download Brochure

 

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Timeline Logo - MFL - W
   ©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
 
Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR.
 
Timeline Portfolios Ltd is incorporated under the laws of England and Wales (Company number 11557205) and is
authorised and regulated by the Financial Conduct Authority (number 840807). 

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.