Timeline, the innovative platform built to empower financial advisers, has now surpassed £10 billion in assets under management (AUM). Far more than just a numerical achievement, the milestone underscores the platform’s growing influence in reshaping how financial advice is delivered and experienced.
Blending cutting-edge technology with low-cost, evidence-based investment strategies, Timeline has carved out a distinct space in the adviser community. Its tools are designed not just for efficiency but to make financial planning more meaningful for both advisers and their clients.
“This isn’t just about numbers,” says Abraham Okusanya, Founder and CEO of Timeline. “It’s £10 billion of people’s hopes and dreams. We don’t take the trust that these people have placed in us lightly. We’re working to help them to plan, invest and retire with confidence, through an army of trusted financial planners.”
He adds: “Our journey to this point and beyond is about more than amassing assets, it’s about creating meaningful impact, helping advice firms thrive, enabling better client outcomes, and making financial planning more accessible, efficient and effective.”
Highlights of Timeline’s Impact on the journey to £10bn AUM include:
- 77 jobs created, supporting the UK’s tech and financial services sectors
- 650 advice firms supported, helping planners grow and scale their businesses
- 60,000 financial plans created, empowering individuals to take control of their financial future
- 45,000 end clients served through low-cost portfolios, making quality investing accessible
- Up to £35 million saved in fees compared to traditional MPS offerings
- 13,622 attitude-to-risk questionnaires completed, helping advisers tailor suitable plans
- 2,500+ digital Letters of Authority submitted, reducing friction for advisers and clients alike
- 80% time savings on LOA administration alone through Timeline’s PensionLab integration
- 104,000+ educational video views, promoting financial literacy
- 1 sponsored Financial Planning degree at Coventry University to contribute to future of financial planning
- 30+ trainee tickets funded for Adviser 3.0, Timeline’s flagship conference, investing in the next generation of planners
This milestone also reinforces Timeline’s position as one of the fastest-growing discretionary fund managers in the UK, offering an evidence-based investment philosophy aligned with long-term client goals.
“The future of financial advice is digital, integrated and human-centred,” adds Okusanya. “We’re proud of the legacy we’re building – and this is just the beginning.”
What’s Next?
With sights set firmly on helping millions of people plan, invest and retire with confidence, Timeline continues to innovate and invest in adviser support, intelligent portfolios and platform efficiency.
To learn more about Timeline or join the ecosystem, visit www.timeline.co