Timeline
@Timeline_Tech
Followers
1K
Following
1K
Media
920
Statuses
2K
Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management.
London, England
Joined April 2018
Adviser onboarding should not be a bottleneck. Lucas Chanet explains how Timeline keeps it fast with 10-minute onboarding, KYC in seconds, pre-filled client info and suggested accounts. One of the fastest experiences in the market. Watch the video to learn more.
0
0
1
As we continue building the future of financial advice through our integrated ecosystem of planning, portfolios and platform technology, we’re thrilled to welcome a new wave of talent to the team. Our growth in 2025 has been remarkable, and this latest group of joiners Rodrigo
0
0
0
🌿✨What a week! ✨🌿 This past week we wrapped up two amazing networking events in London and Norwich where we shared insight, discussed challenges, and explored what’s ahead for 2026. A huge thank you to everyone who joined us. It was fantastic to connect in person, share
0
0
1
⏳ Last chance to book your place! Join us for a focused session exploring Timeline’s new multi-asset fund range - a major step forward in helping advisers deliver simpler, more effective outcomes for clients. In this webinar, you’ll: 🔹 Understand the investment philosophy
0
0
0
A wonderful evening at the CISI East Anglia Dinner last week. The perfect opportunity to get dressed up and connect with so many talented professionals across our industry. We're proud to sponsor the event and support CISI.
0
0
0
A day at the PFS National Conference - through our lens 🎥 Follow Georgia around the ExCeL as she meets advisers, explores the stands and shows what the conference feels like from the inside. #pfsmindthegap
0
0
0
The Growth Series 2026 is back! 🚀 We’re touring 8 UK locations to help financial advisers take action and grow their business. Featuring Heather Murray, @AbrahamOnMoney & Ross Anderson. Free tickets via our Events page. 🎟️ #TimelineGrowthSeries
1
0
0
Behind every financial plan is a human story of hope, retirement and freedom. 'The Good That Financial Planners Do' shines a light on how advisers change lives. Read the blog 👇 https://t.co/aS35GLDHot
#FinancialPlanning #Timeline #GoodAdvice
0
4
4
🚨To check out our future events click here:
timeline.co
Explore Timeline's upcoming events, including webinars on competitive advantage and tax risk. Enhance your skills and avoid common pitfalls in client meetings.
0
0
0
Behind the scenes 🎬 Take a look at a sneak peak of Tim's Strategic influence event held in Newcastle. We had a great day of networking and insightful content. Will we see you at a Timeline event soon? #Timelineevents
1
0
0
From tulips to dotcoms to crypto, bubbles keep repeating, and even the smartest investors get swept up. 🫧 Cameron Peng explains the psychology behind the madness. Watch: https://t.co/UqSotRmL75
#BehavioralFinance #FinancialBubbles
0
1
0
Sign up for our exclusive free session exploring the philosophy and design behind Timeline’s new multi-asset fund range a major step in our mission to help advisers deliver simpler, more effective outcomes for clients. Here’s what to expect: 📊 How our belief in market
0
0
0
3 weeks left to PFS National Conference! Visit Timeline in the exhibition area, you'll connect with innovators and gain CPD. Grab your pass today while seats are available: 👉 https://t.co/I2uMJc17js
#pfsmindthegap
i.snoball.it
“Mind the gap” guides commuters safely; PFS National Conference guides clients to financial security, confidence and control over their financial future.
0
0
0
32% of clients are risk-avoidant, only 13% embrace higher risk. Advisers who lead with clarity, stability, and “sleep-well” solutions can turn caution into confidence. Read more 👉 https://t.co/XS4GxpKgOq
0
0
0
The Growth Series 2026 brings a full day of practical learning for advisers. Hear from Ross Anderson, Heather Murray and @AbrahamOnMoney. Free to attend. Limited seats. View the full agenda and locations here ⬇️ https://t.co/lXuk2smXpu
0
0
0
Coming up over the next few weeks, we have lots of events designed for Financial Advisers up and down the country. Make sure to book your space soon! Book here: https://t.co/jFg0FlaDQv
0
0
0
Rising living costs are shaking confidence in retirement plans 😨 With the right conversations and tools, advisers can turn anxiety into reassurance. Read more: https://t.co/FAVp2vFO1s
#FinancialPlanning #WealthManagement
0
0
0
Are you in London, Surrey or Kent and want to hear more about our new Multi Asset Fund? Join Hugo as he dives into the launch of Timeline’s new multi-asset fund range, where smart investing meets simplicity. What you’ll get: - The philosophy behind our funds: market efficiency,
0
0
0
The Timeline Growth Series 2026 is here 💙 We are bringing the Growth Series to eight cities across the UK, designed to give advisers the tools, strategies and inspiration to transform their practice and own 2026. Eight Cities. One Unmissable Tour. Norwich | Belfast |
0
0
1