Timeline Pricing in 2026
3 plans, paid from £0.09, with a free trial.
Timeline Portfolios
£0.09/yr
Billed 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/yr
Billed 15 bps on the first £500,000 and 6 bps thereafter
£120 + VAT annual fee for drawdown clients
Timeline Planning
£135/mo
Billed £135 + VAT per month; £33.75 + VAT per week; unlimited clients; cancel anytime
full planning suite · £1 for first 30 days
From £142/mo Read from Timeline's pricing page on 9 Oct 2026.
What the alternatives cost
| Product | Free | Paid from |
|---|---|---|
| MaxiFi | Free trial | $149 |
| MoneyGuide | Free trial | $125 |
| ProjectionLab | Free plan | $129 |
| myprosperity | Free plan | $14.95 |
| Boldin | Free plan | $168 |
| FE CashCalc | Free trial | $80 |