Welcome to Timeline, TRAPists!

Find Out About Portfolios
Find Out About Planning
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A lot of TRAPists have got in touch since we started the podcast to ask for advice on building or improving their investment strategy. We’re thrilled that Timeline is offering support to the community to help grow our profession.
Alan Smith
Co–host, The Real Adviser Podcast
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Powered by
technology

Our Control Centre is your one-stop digital portal for everything you need to manage your centralised investment proposition.
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Driven by
empirical evidence

We design portfolios that capture capital market returns based on decades of empirical data.
Control

Puts the adviser
in control

Financial planning is where the real value to clients lies. That’s why we create portfolios that exist only in service of the financial plan. 

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Seeing is believing. Why not speak with us? We'll show you exactly how awesome Timeline is...

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Timeline Tours

Book our next monthly Timeline Tour to learn more about us and our services.

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Latest events, guides & videos

Why not browse all the free resources Timeline has to offer? 

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What our clients say about us

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We started working with Timeline this year 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.

The team are great people to work with, professional, responsive, authentic and fun, which we all really appreciate. 

Gretchen Betts - Magenta Financial Planning

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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

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I love embracing technology and with Timeline Portfolios there are always new developments and they help us to communicate well with our clients through their highly visual tech and reporting.

Tim Horrocks - RockWealth

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The Value Of Evidence-Based Investing
Value Of Quality Risk Assessment
Putting Consumers First
The Power Of Informed Choices

We also offer a Bespoke option

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Bespoke

Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.

Take a look for yourself

Timeline Portfolios is the UK’s premier low-cost, evidence-based, turnkey discretionary
model portfolio service (MPS)exclusive to financial planning firms.