Timeline Hits 10B AUM With Integrated Adviser Ecosystem

Timeline has reached £10 billion in assets under management, underscoring its rapid growth and transformative impact on financial planning through its integrated, adviser-focused technology ecosystem.

LONDON, UK / ACCESS Newswire / July 8, 2025 / Timeline, the integrated ecosystem for modern financial advisers, has reached a landmark milestone: £10 billion in assets under management (AUM). This achievement marks more than just growth - it's a testament to the positive, measurable, and transformational impact Timeline continues to deliver across the financial services industry.

Photo 1: Timeline's CEO & Founder Abraham Okusanya and some of his Executive team (CCO Ed Carey, COO Karthica Underwood, CIO Nicki Hinton-Jones, CMO Tom Newbould, CFO Richard Preston, and CPO Thomas Hogg)

Since its inception, Timeline has worked to simplify financial planning and investing through powerful technology, evidence-based portfolios and adviser-centric tools. Hitting £10bn AUM is a significant validation of this mission - but the true value lies in the difference it makes for people.

"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 continues: "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

About Timeline

Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence.

What sets Timeline apart is the seamless integration of critical advice tools - including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal - with low-cost, evidence-based model portfolios and embedded Trading, Custody & Tax Wrappers.

This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

Media Contact:

Contact Person: Tom Newbould - CMO
Email: tom@timeline.co
Phone: 07446 101150
Website: https://www.timeline.co/
Address: 70 Gracechurch Street 4th Floor, London, EC3V 0HR

SOURCE: Timeline

View the original press release on ACCESS Newswire