Timeline Newsroom

Timeline partners with Mabel Insights to accelerate growth and expand financial adviser access to model portfolios

LONDON, UK. February 11th, 2026 – Timeline, the UK’s low-cost, fastest-growing, evidence-based discretionary Model Portfolio Service (MPS) with AUM of £13bn, has announced a new partnership with Mabel Insights, the UK’s leading MPS-focused investment research and financial planning technology platform, aimed at enhancing adviser access to high-quality portfolio solutions and

12/02/2026

Timeline Launches First Multi-Asset Fund to Strengthen Integrated Ecosystem for Financial Advisers

LONDON, UK. September 4th 2025 – Timeline, the rapidly growing fintech platform for financial advisers, has launched its first multi-asset fund, following regulatory approval by the Financial Conduct Authority (FCA). This marks another significant milestone in Timeline’s strategy to offer a fully integrated, low-cost investment ecosystem tailored for modern financial

04/09/2025

Top South West Financial Services Professionals join forces with Shed Seven Drummer in Bristol for Charity Quiz Night

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

20/08/2025

New Timeline study reveals almost half of UK affluent households do not use financial advisors

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

08/08/2025

Timeline hits £10B AUM with integrated adviser ecosystem

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

08/07/2025

Astronaut Tim Peake to Headline Timeline’s Adviser 3.0 Conference 2025

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.

17/10/2024

Timeline launches a cutting-edge digital Letters of Authority with The Pension Lab to help solve a £442m Financial Adviser headache

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

17/09/2024

Timeline Portfolios Go Live on SS&C Hubwise Platform to drive down costs and improve results for Financial Advisers

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

27/02/2024

Timeline and Just Group join forces to show how an innovative guaranteed income producing asset can enhance retirement portfolios

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

19/01/2024