Timeline @Timeline_Tech
Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management. linktr.ee/timelineapp London, England Joined April 2018-
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The #1 thing investors say 💭 “I wish I’d started sooner.” Hindsight is powerful but it doesn’t have to be a burden. Our latest blog explores why regret is so common and how advisers can help clients transform it into momentum. Read here 👉 eu1.hubs.ly/H0mQ4qv0
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If everyone’s doing it, should you? History’s biggest investment disasters from tulip mania to the dot-com crash have one thing in common: herd mentality. Our latest video explores why following the crowd feels safe but can quietly wreck your returns and how to think…
Are you a Financial Adviser based in Cheltenham? Join us for an afternoon of networking and a game of Padel. We promised you won’t want to miss it! You can sign up here:eu1.hubs.ly/H0mFfN40
Timeline Tracker 100 has hit its five-year milestone and taken the #1 spot on Morningstar with a 12.79% annualised return 🚀 ✔️ Tracker 100 #1 ✔️ Classic 100 Top 10 ✔️ ESG Tracker 100 Top 10 ✔️ Tracker 90 Top 10 Four models in the Top 10. Consistent. Disciplined.…
Pete Matthew from Jacksons Wealth Management shares how Timeline is helping them deliver stronger retirement outcomes with clarity and confidence. Real advisers. Real impact.
Join our Success Tour this Thursday! In just 90 minutes, discover how Timeline helps advisers: ✅ Save time ✅ Deliver better client outcomes ✅ Streamline the advice process 📅 21 Aug 2025 | ⏰ 12:00–1:30 PM | 💻 Online Perfect for new users or those looking to get more…
💭 Ever wonder why losing £1,000 hurts so much more than gaining £1,000 feels good? In our latest video, behavioural psychology expert Paul Richards explores how loss aversion, a prehistoric survival mechanism, still shapes modern financial decisions, often to our detriment. 👉…
📬 Want to stay ahead of the game? Subscribe to our emails and get the latest from Timeline delivered straight to your inbox including: ✅ Industry insights & research ✅ Blogs, articles & newsletters ✅ Event invites & webinars ✅ Podcasts and product updates Sign up now:…
Have you explored the Timeline Resources Hub? From CPD-accredited webinars to practical blogs and expert interviews, it's packed with insights to help advisers work smarter and grow faster. 💡 Topics include behavioural finance, AI in advice, client referrals, and more. 👉…
Big congrats to Kate and Will on their appointments as Head of Sales! 🎉 An exciting step forward for our business, backed by a brilliant team. Wishing them every success in this next chapter! 👏 #Leadership #Growth #TeamSuccess
🚨 Calling all IFAs in the South West! We’d love for you to join us for an evening of networking and friendly competition at our Charity quiz night, all in support of the amazing work of the Quartet Community Foundation, helping grassroots causes across the region. 📍 The Old…
Are you a financial planner based in and around Sheffield? Join us on the 18th September for an event you don’t want to miss! We have lined up 3 expert-led sessions including a Linkedin Masterclass, Soft Skills Training with Emma Boardwell and Tax solutions with our event…
Celebrating our award success ❤️ Over the last year, Timeline has been honoured to win multiple awards and shortlisted for many more. Stand-out awards include: 5-Star Discretionary Fund Manager, FT Adviser Best MPS - Professional Adviser Awards 2025 WealthTech of the Year,…
Fund managers need 36 years to prove 2% outperformance isn't luck. At 1%? 144 years. 📊 Our latest by @RobinJPowell: Terry Smith's struggles show distinguishing skill from noise is nearly impossible. Read more 👉 eu1.hubs.ly/H0lQBLb0
Proud to be shortlisted for Technology Provider of the Year at the @MoneyAge_UK Awards 2025. A great nod to our commitment to building tech that supports advisers. Congrats to all finalists – see you on 15th October 🎉 #MoneyAgeAwards
Pro Series is back this Wednesday! Don’t forget to sign up before it’s too late. eu1.hubs.ly/H0lTFGB0 Here's what we'll cover: ✔️ CEO update Abraham shares what’s driving the next phase of Timeline. ✔️ Ecosystem upgrades Thomas (CPO) will guide you through Letters of…
Retirement portfolios: Built to last or built to fail? 🚗 We tested Timeline Tracker through 100+ years of market history. Every major crisis since 1915. The results will surprise you. Full research by Cheshta Dhingra 👉 eu1.hubs.ly/H0lR-Bs0 #RetirementPlanning
Introducing the first in our Adviser Voices Series - Chris Hindle 📣 We’re thrilled to work with all our clients, everyday, to help millions of people to plan, invest and retire with confidence. #AdviserVoices #FinancialAdvisers #RetirementPlanning #FintechForAdvisers
Timeline is here to support you and your firm, no matter where you are in your journey. We cover the whole of the UK, you can find your local Regional Rep by visiting our website. eu1.hubs.ly/H0lKLGG0
Bubble warnings everywhere. Can you time the peak? 🚨 Missing just 10 trading days = 50% less wealth Even pros fail consistently. The winning move? Stay invested. 📈 @RobinJPowell full analysis: eu1.hubs.ly/H0lGyz10 #MarketTiming #Investing
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