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On the recordRead 9 Oct 202614 facts
Timeline
70 Gracechurch Street, London, EC3V 0HR, United Kingdom
Plans and prices
Timeline Portfolios
£0.09a year
access to full Planning suite included if at least £20 million of client funds are invested in Timeline Portfolios or Platform
Read 9 Oct 2026 · timeline.co
Timeline Platform
£0.15a year
£120 + VAT annual fee for drawdown clients
Read 9 Oct 2026 · timeline.co
Timeline Planning
£135a month
full planning suite · £1 for first 30 days
Read 9 Oct 2026 · timeline.co
On the record
- AI assistant
- Pennee is Timeline's AI assistant for financial planners.timeline.co · read 9 Oct 2026
- Audience
- Timeline Planning is described as exclusively for UK financial advisers.timeline.co · read 9 Oct 2026
- Company history
- Timeline's about page traces its history to Finalytiq's launch in 2016 and says Timeline launched in 2018 to help advisers address decumulation using real data.timeline.co · read 9 Oct 2026
- FactFind
- Timeline FactFind provides customizable client data collection for UK financial advisers.timeline.co · read 9 Oct 2026
- Integration limit
- Timeline's help page says push-to-backoffice via API is currently available only for Intelliflo and requires a paid subscription or invested clients.timeline.co · read 9 Oct 2026
- Integrations
- The platform page says it connects with Intelliflo, Plannr and Woven through its Seccl partnership and supports data from more than 20 platform providers.timeline.co · read 9 Oct 2026
- Planning
- Its cashflow modelling lets advisers stress test plans against real historical market data and compare scenarios.timeline.co · read 9 Oct 2026
- Platform tools
- The platform combines onboarding, transfers, trading, custody, portfolio management and a client portal.timeline.co · read 9 Oct 2026
- Purpose
- Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers.timeline.co · read 9 Oct 2026
- Regulatory status
- Timeline says its investing and platform services are provided by FCA-authorised Timeline Portfolios Limited, while its planning software is provided by Timelineapp Tech Limited and is not FCA-regulated.timeline.co · read 9 Oct 2026
- Security
- The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS.timeline.co · read 9 Oct 2026
- Support
- Platform advisers receive direct access to an experienced platform specialist and a single relationship team.timeline.co · read 9 Oct 2026
