Timeline

From £142/mo

What the maker publishes

AI assistant

Pennee is Timeline's AI assistant for financial planners. source

Audience

Timeline Planning is described as exclusively for UK financial advisers. source

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. source

FactFind

Timeline FactFind provides customizable client data collection for UK financial advisers. source

Founded

2018 source

Headquarters

70 Gracechurch Street, London, EC3V 0HR, United Kingdom source

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. source

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. source

Planning

Its cashflow modelling lets advisers stress test plans against real historical market data and compare scenarios. source

Platform tools

The platform combines onboarding, transfers, trading, custody, portfolio management and a client portal. source

Purpose

Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. source

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. source

Security

The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS. source

Support

Platform advisers receive direct access to an experienced platform specialist and a single relationship team. source

Checked against the maker's pages on 9 Oct 2026.