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Pricing · 2026

Timeline pricing

3 plans on the record · a free trial

Every plan

Timeline Portfolios

£0.09 a year

0.09% per annum; minimum requirements apply

access to full Planning suite included if at least £20 million of client funds are invested in Timeline Portfolios or Platform

Timeline Platform

£0.15 a year

15 bps on the first £500,000 and 6 bps thereafter

£120 + VAT annual fee for drawdown clients

Timeline Planning

£135 a month

£135 + VAT per month; £33.75 + VAT per week; unlimited clients; cancel anytime

full planning suite · £1 for first 30 days