Adviser 3.0 - Our Partners

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Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!

Exclusive to financial advisers, we make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future. Hear direct feedback from advisers and firms who have reaped the benefits of working with us.

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Since 1981*, Dimensional has sought to provide better investment outcomes for clients through a transparent, rules-based approach that combines the knowledge gained from rigorous theoretical and empirical research with thoughtful and effective implementation. Four decades of practical experience have enabled Dimensional to gain insights about operating in competitive markets, and to hone our ability to manage the tradeoffs that we believe matter for performance.

Dimensional has over 1,400 employees across our 15 global offices and manages $677bn of client assets across equity, fixed income and other asset classes (figures as at 31 December 2023). Owned primarily by current and former employees and headquartered in Austin, Texas, Dimensional maintains investment offices in Santa Monica, Charlotte, London, Dublin, Sydney, Singapore, and Tokyo, in addition to client service offices in Vancouver, Toronto, Amsterdam, Berlin, Munich, Melbourne, and Hong Kong.
*1981 refers to the opening of Dimensional’s US office

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Bringing Value to Investors:

Vanguard stands apart with its unique ownership structure: it’s owned by its own funds, meaning its investors. This allows profits to be redirected to investors through lower fees, putting them first. With over 45 years of expertise, a global client base of 50 million, and a range of 85+ low-cost funds, Vanguard offers expert-built portfolios tailored to your risk attitude. Opening an account takes just 10 minutes, with an account fee of only 0.15%, capped at £375 a year.

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A Better Way to Make Financial Decisions:

Asset-Map revolutionizes financial planning with a visual approach that brings clarity to over 1 million users and $1.4 trillion in financial instruments. Its intuitive reports organize household finances into clear graphical layouts, empowering advisors to provide real-time insights. With interactive Target-Maps, you can track progress on financial priorities, while proactive tools help advisors focus on households that need attention like never before.

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intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $1 trillion advised across our platforms.

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Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with $1.3 trillion in assets*, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management in an effort to craft and innovative efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.

*Assets under management as of September 30, 2024

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At Global Systematic Investors (GSI), we specialize in systematic factor investing combined with sustainability. Our mission is to provide a successful long-term investment experience by allocating more to companies with a sustainable vision. We analyze companies using a diverse range of return factors and integrate comprehensive environmental, social, and governance (ESG) ratings. Our experienced team offers clients diversified core equity exposure on both global and regional scales.

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abrdn is a modern investment company that helps clients and customers plan, save and invest for the future. We’re structured around three businesses – interactive investor, Investments and our Adviser business which manages £73.5bn on behalf of 420,000 clients.

Powered by leading technology and offering a suite of products, a range of reporting tools and support to build and run CIPs, our Wrap platform gives advisers the choice and flexibility to plan their way. They can also select abrdn MPS, a range of portfolio strategies with a variety of management styles and risk levels to meet clients’ investment needs.

At abrdn, we’re proud that half of all adviser firms in the UK choose to partner with us.

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At Fidelity International, our purpose is to work together to build better financial futures for our clients and we believe that investing, over the long-term, is critical to achieving that. As a family and management-owned company, we think generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf.

Our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all.

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NS&I offers a range of savings products with 100% security for all money invested – due to our backing by HM Treasury – even above the Financial Services Compensation Scheme limit. This provides peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer other savings products and ISAs.

NS&I is committed to supporting the financial advice industry in looking after the finances of many high value customers. Currently we have over 1 million customers with £50,000 or more invested, and over 13,000 have over £1 million invested with us. Many of these customers will have financial advisers.

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Verve is a unique support services firm that helps financial advice firms to start, build and refine what they do and how they do it.

Established over 15 years ago with our industry-renowned brands - Para-Sols, Apricity Compliance, and The Art of Finance, the group has evolved to bring all the services within a single company, and is now an independent provider of the widest range of outsourced support services for financial advice firms.

Everything Verve does is designed to make advisers life easier, and we are rapidly scaling, with dozens of experienced professionals on hand to make paraplanning, compliance, admin, training and so much more.

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We are Firenze, a fintech company specialising in Lombard lending. Our mission is to broaden access to Lombard lending solutions, enabling wealth managers and advisors to help their clients achieve their financial goals.

Our goal is to be partner of choice in Lombard lending, combining traditional lending and innovative technology for a client-centric solution.

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Octopus is a group of entrepreneurs and investors united by a common goal: backing the people, ideas and industries that will change the world.

From our early origins giving retail investors greater access to high growth small businesses, we’ve built and invested in disruptive, progressive companies spanning financial services, energy and education.

Octopus Investments is investing the billions of pounds its retail and institutional investors have entrusted it in areas we believe will have the greatest impact. Today we manage more than £10.5 billion on behalf of our institutional and retail clients, with more than 70% of these funds targeting investments that tackle climate change, improve people’s quality of life and address inequality.

Octopus Money is making it easier, cheaper and more exciting for everyone to get money advice from a real person. We’re on a mission to help millions take the first steps to turning their life dreams into reality.

Seccl is rebuilding the infrastructure of investments and advice. Our custody and investment technology helps financial advisers, investment managers and fintechs of all sizes to operate their own investment platform, more easily and more affordably than ever.

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Our 2025 Partners

Our Partners For 2025

Get know our Partners

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Bringing Value to Investors:

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A Better Way to Make Financial Decisions:

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