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
