Founded just six years ago by CEO Abraham Okusanya , Timeline has become recognised as a trailblazing force in the long-established financial advice market worth over £1 trillion in client assets. Timeline empowers Independent Financial Advisers (IFAs) with cutting-edge technology that simplifies their workflow, elevates the client experience, and ultimately improves financial outcomes for millions of people in the UK.
Fastest growing and most recommended MPS
In 2023, Timeline continued its remarkable growth trajectory, building upon its recognition as “the UK’s fastest-growing discretionary fund manager” for both 2021 and 2022, breaking into the list of top-10 Model Portfolio Services (MPS) compiled by independent research firm Nextwealth. Timeline outpaced the largest MPS provider in the UK in new business generation while Defaqto recognized Timeline as the ‘most recommended MPS by Advisers’ in 2023.
Benefiting IFAs with a seamless digital experience at a lower cost
Timeline’s best-in-class financial planning software, which includes modules for initial client fact-finding, risk profiling, cashflow modelling, and investment analytics, in addition to Timeline Portfolios—a suite of cost-effective, high-performing investment portfolios continues to appeal strongly to IFAs. What sets Timeline apart is its capacity to deliver these tools as an end-to-end integrated package, ensuring IFAs in the UK benefit from a seamless digital experience, while also realising significant cost savings.
“ I’m truly delighted that our mission has resonated so deeply with financial advisers. Starting the year with over £4 billion of clients assets invested in better, lower cost portfolios, aligned with their goals, is ultimately reflected in the tens of thousands of end clients and their families who are now facing a better financial future.
The UK’s financial advice market represents a staggering £1 trillion in client assets. Everybody in the industry now recognises Timeline as the unstoppable rocket ship on a mission to make financial life and retirement better for millions of people. We aspire to be the Number One provider of technology-powered Model Portfolio Services for IFAs within the next three years.”
As if this wasn’t enough, Timeline was the driving force behind a new industry-wide financial adviser conference launched in 2023, Adviser 3.0, which saw a host of CEOs and leading advisers contribute to a day in London designed to create positive change. The 2023 event featured Baroness Karren Brady and author Seth Godin, while the 2024 event sees business-guru Deborah Meaden join hundreds of advisers in May.