Model Portfolio Service:

“We started working with Timeline for a few years and have been blown away by the service levels they have provided.

The access to fund information, adviser support software and investment technical updates has had a massive positive impact at Magenta.”

“We have been using Timeline for more than 12 months now. The insights we can easily share with clients are excellent, the tools to analyse fund performance and create great reports quickly and efficiently, has been a game changer.

For us, the main thing is that the investment philosophy aligns with our thoughts, the ability to aggregate data and know we are being supported by a business that will not rest until that challenge is overcome, is a huge win! There are good reasons it is the fastest growing DFM in the UK.”

“We believe Timeline is one of the finest model portfolio solutions available. Their dedication to collaboration and ongoing innovation is truly commendable.

Coupled with their comprehensive access to information, advisor support tools, and timely investment updates, Timeline has made a profoundly positive impact on PWS. Their team is exceptional—professional, genuine, and an absolute pleasure to work with.”

“As a newly established firm, we chose to partner with Timeline to deliver a first class investment solution for our clients. Not only have they delivered on this front, but also offered essential resources and unwavering support during our early stages, which have been invaluable to our growth.

We look forward to building on this successful partnership and continuing to deliver exceptional results for our clients.”

“Since partnering with Timeline, we've been impressed with the service, the software and the cohesion of the service.

Our clients love the simple elegance of the portfolios, and so do we!”

“What impressed us most when choosing to work with Timeline was a clear ‘no-nonsense’ mindset. From their evidence-based approach to building investment portfolios, built on decades of academic research, to their plain English communication, they keep everything simple.

Simple doesn’t mean basic, however, and we have been with continually impressed by the quality of their adviser and client facing material, to the power of their technology systems and the hands-on support from their sales and investment specialists to help us educate our clients. We wouldn’t hesitate to recommend them to our clients or our fellow advisory community.”

"Timeline's integrated platform has streamlined our portfolio management and financial planning processes. Its ease of use, regular updates, and excellent support have made it a key part of our success. It's a tool we trust to deliver better outcomes for both our team and our clients."