BRISTOL, UK. August 20th, 2025 – On Thursday 18th September, some of the cream of the South West’s financial services community will come together for an evening of networking and fundraising at The Old Market Assembly, Bristol. The Charity Quiz Night will see advisers, wealth managers, and investment professionals from
LONDON, UK. August 8th, 2025 – New consumer research by fintech provider Timeline has revealed that almost half of UK households with a net worth of over £500,000 do not use a financial advisor to manage their money. Timeline, the fintech provider which supports Financial Advisers in the UK and
LONDON, UK. June 8th 2025 – Timeline, the integrated ecosystem for modern financial advisers, has reached a landmark milestone: £10 billion in assets under management (AUM). This achievement marks more than just growth – it’s a testament to the positive, measurable, and transformational impact Timeline continues to deliver across the
LONDON, UK. 17th October, 2024 – Timeline is thrilled to announce the return of its flagship event, Adviser 3.0, on 15th May 2025 at Magazine London. This high-energy conference, designed to inspire and equip financial planners with actionable insights, will feature Major Tim Peake, renowned astronaut, as the headline speaker.
LONDON, UK. September 17th, 2024 –Timeline has announced a new digital innovation has been added to its financial adviser ecosystem to tackle an issue which costs IFAs hundreds of millions of pounds each year. The Pension Lab, who have partnered with Timeline on this initiative, previously revealed that a staggering
LONDON, UK, 27 February 2024 – Timeline, the rapidly growing Model Portfolio Service offering low-cost, evidence-based model portfolios and cutting-edge financial planning tech, has made its popular model portfolios available on the SS&C Hubwise platform to support a growing number of advisers, based on market demand. Timeline’s portfolios, which
HERTFORDSHIRE, UK, 19 January 2024 – Just Group (“Just”) and Timeline have announced an innovative partnership to enable financial advisers to use Timeline’s cutting-edge planning technology to model the benefits of including guaranteed income in their clients’ retirement portfolios, via Just’s innovative Secure Lifetime Income (“SLI”) solution. As part
HODDESDON, UK. January 11th, 2024 – The Adviser 3.0 conference is back for 2024 at Magazine London on 16th May and will be bigger and better than ever, running from 9am to 10pm. With a keynote and Q&A with renowned entrepreneur Deborah Meaden and the first ever UK live appearance
HODDESDON, UK. 9th January 2024 – Timeline, a leading British Fintech platform dedicated to empowering independent financial advisers, has announced it heads into 2024 with an impressive £4 billion in client Assets Under Management (AUM), having more than doubled both the number of adviser firms it works with and AUM