Timeline Hits £10B AUM with Integrated Adviser Ecosystem

Strategic Insights -

Timeline, the integrated ecosystem for modern financial advisers, has reached a landmark milestone: £10 billion in assets under management (AUM). This achievement is a testament to the positive, measurable, and transformational impact Timeline delivers across the financial services industry. Founded by Abraham Okusanya, Timeline simplifies financial planning and investing through powerful technology, evidence-based portfolios, and adviser-centric tools.

Key Takeaways:

  • Timeline has created 77 jobs, supporting the UK's tech and financial services sectors, and has supported 650 advice firms, helping planners grow and scale their businesses.
  • The platform has created 60,000 financial plans, empowered individuals to take control of their financial future, and served 45,000 end clients through low-cost portfolios, making quality investing accessible.
  • Timeline has saved up to £35 million in fees compared to traditional MPS offerings and has completed 13,622 attitude-to-risk questionnaires, helping advisers tailor suitable plans.
  • The platform has seen 80% time savings on LOA administration alone through PensionLab integration and has promoted financial literacy through 104,000+ educational video views.
  • Timeline has sponsored a Financial Planning degree at Coventry University and has funded 30+ trainee tickets for Adviser 3.0, investing in the next generation of planners.
  • The platform has reinforced its 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.

Statistics:

  • £10 billion AUM reached by Timeline
  • 77 jobs created in 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
  • 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 PensionLab integration
  • 104,000+ educational video views, promoting financial literacy
  • 30+ trainee tickets funded for Adviser 3.0, investing in the next generation of planners
  • 1 sponsored Financial Planning degree at Coventry University

Sources:

  • M2 PressWIRE, "Timeline hits £10B AUM with integrated adviser ecosystem", July 8, 2025.