With its unique combination of financial planning technology and an evidence-based model portfolio service, Timeline saw growth of over 142% in 2022, cementing its position as the, ‘UK’s fastest-growing DFM’, according to an independent industry report.
CEO and Founder Abraham Okusanya and his team have continued the company’s rapid growth in 2023 with huge demand for their services in Quarter 1 from financial advisory firms throughout the UK. Part of this success can be related to the Financial Conduct Authority’s new Consumer Duty rules and the firm’s natural affinity with them by offering financial advisers clear synergy with the requirements of fair value, avoiding harm, and enabling and supporting clients with clear and accurate information. Timeline’s one-of-a-kind ecosystem of deeply embedded tools elevate adviser-client experience and, combined with its position of being one of the most keenly priced MPS solutions, offer value for money and significant savings for clients.
Timeline Portfolios was launched in March 2020 exclusively to UK financial advisers. Since then, Timeline’s evidence-based model portfolio service has become available on all major adviser platforms. The service is underpinned by highly advanced financial planning software that empowers advisers to highlight the value of their advice to their clients, adhere to The Consumer Duty, and plan their clients’ optimum financial futures.
We’re also excited to be hosting Adviser 3.0, which will undoubtedly be the best adviser conference of 2023. Our goal is to bring solutions and ideas that drive positive change in the industry and help millions retire with confidence. We encourage advisers to talk to us – it can only lead to good things.”