Close Menu
Tech News VisionTech News Vision
  • Home
  • What’s On
  • Mobile
  • Computers
  • Gadgets
  • Apps
  • Gaming
  • How To
  • More
    • Web Stories
    • Global
    • Press Release

Subscribe to Updates

Get the latest tech news and updates directly to your inbox.

Trending Now

iPhone 17 Series Colour Options Tipped via Dummy Units; Pro Models to Get More Saturated Tones

30 July 2025

Top Verizon Promo Codes and Deals for August 2025

30 July 2025

Google Pixel 10 May Feature Inbuilt Qi2 Magnets, Leaked ‘Pixelsnap’ Charging Puck Suggests

30 July 2025
Facebook X (Twitter) Instagram
  • Privacy
  • Terms
  • Advertise
  • Contact
Facebook X (Twitter) Instagram Pinterest VKontakte
Tech News VisionTech News Vision
  • Home
  • What’s On
  • Mobile
  • Computers
  • Gadgets
  • Apps
  • Gaming
  • How To
  • More
    • Web Stories
    • Global
    • Press Release
Tech News VisionTech News Vision
Home » £10 Billion and Growing: Timeline Hits AUM Milestone with Adviser-First Approach
Global

£10 Billion and Growing: Timeline Hits AUM Milestone with Adviser-First Approach

News RoomBy News Room9 July 2025No Comments
Facebook Twitter Pinterest LinkedIn Tumblr Email

Timeline has officially crossed £10 billion in assets under management (AUM), a significant marker in its mission to transform the world of financial advice. Designed to support and streamline the work of modern advisers, the platform continues to grow its footprint while maintaining its core adviser-first ethos.

From sophisticated technology to low-cost, research-backed portfolios, Timeline delivers tools that support advisers in offering better client outcomes. This milestone is a clear sign of the value it brings—not only in financial terms but in the broader goal of improving how people plan and retire.

“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 concludes: “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

Share. Facebook Twitter Pinterest LinkedIn Tumblr Email

Related Posts

Live-Streaming on a Budget: Best Refurbished MacBooks for Twitch and YouTube Creators

19 July 2025

All There is to Know About Threaded Rods

30 June 2025

Protecting Digital Privacy: CEO Alona Shevtsova on Leo Messenger’s Advanced Security

13 September 2024

How Buying YouTube Likes Can Elevate Your Channel Engagement and Strategic Growth

19 June 2024
Editors Picks

Review: Lelo Dot

30 July 2025

YouTube Brings AI-Powered Age Estimation to Enable Features to Protect Teens

30 July 2025

iOS 18.6 Update for iPhone With EU-Specific Changes, Bug Fixes Rolling Out to Users

30 July 2025

OpenAI Introduces Study Mode in ChatGPT, Designed to Help Students Learn

30 July 2025

Subscribe to Updates

Get the latest tech news and updates directly to your inbox.

Trending Now
Tech News Vision
Facebook X (Twitter) Instagram Pinterest Vimeo YouTube
  • Privacy Policy
  • Terms of use
  • Advertise
  • Contact
© 2025 Tech News Vision. All Rights Reserved.

Type above and press Enter to search. Press Esc to cancel.