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Financial Adviser? Sign up for our exclusive free session exploring the philosophy and design behind Timeline’s new multi-asset fund range a major step in our mission to help advisers deliver simpler, more effective outcomes for clients. Here’s what to expect: 📊 How our belief in market efficiency drives smarter portfolio construction and cost reduction ⚙️ How advances in tech and industry change are reshaping investment advice 👀 An exclusive first look at the fund line-up and how it supports client goals Learning outcomes include: -Understanding the investment philosophy behind the funds - Exploring key industry shifts and their impact on advisers - Applying insights from the Timeline ecosystem to enhance client strategies 📅 27th November | 🕒 11am | 📍 Online 👉https://lnkd.in/erTfWiU6 Laurentius van den Worm, CFA Nicki Hinton-Jones, CFA

The Timeline Growth Series 2026 is here 💙 We are bringing the Growth Series to eight cities across the UK, designed to give advisers the tools, strategies and inspiration to transform their practice and own 2026. Eight Cities. One Unmissable Tour. Norwich | Belfast | Birmingham | London | Bristol | Cheshire | Harrogate | Edinburgh Your Speakers: Heather Murray - Harnessing AI to Transform Your Practice Ross Anderson - Wellbeing as a Growth Hack Abraham Okusanya - The Inner Game of Growth What you will take away: - Proven growth strategies you can implement immediately - Fresh insights to future-proof your practice - Direct access to industry leaders - A powerful peer network of ambitious advisers "We are entering a new era of advice where technology and human expertise are not in competition but in symbiosis." — Abraham Okusanya, CEO, Timeline Seats are limited. Book your place today 👉 https://lnkd.in/eN4uhH_7 #TimelineGrowthSeries #FinancialAdvice #FutureOfAdvice

👻 No tricks, just smarter advice. This October, the Timeline Success Tour is back on the 28th October and we’re adding a little magic to your advice process. ✨ In just 60 minutes, discover how to: 🎃 Collect and manage client information with ease 🕸️ Create and stress test tailored financial plans 🦇 Compare and select portfolios quickly 🧙 Keep client portfolios on track with confidence Book your place today: https://lnkd.in/erVi_hhe

Financial Adviser in Newcastle or the North East? Join Timeline & Triple Point at Hotel du Vin for an exclusive afternoon of insights on: ✅ Powering up your social media presence with Tom N. ✅ Soft skills training with Psychotherapist and DipFA Financial Coach Emma Boardwell ✅ Tax-efficient strategies for long-term success with Triple Point ✅ Networking opportunity with industry peers 📍 Thursday 23rd October | Newcastle 👉 Register now – spaces are limited: https://lnkd.in/eEekbX2f Tim Field

Timeline Tracker 100 has hit its five-year milestone and taken the #1 spot on Morningstar with a 12.79% annualised return 🚀 ✔️ Tracker 100 #1 ✔️ Classic 100 Top 10 ✔️ ESG Tracker 100 Top 10 ✔️ Tracker 90 Top 10 Four models in the Top 10. Consistent. Disciplined. Client-focused. #Morningstar #Investing #FinancialPlanning

More flexibility for your clients. More control for your team. We’ve introduced two new updates to Timeline Platform, designed to give advice firms more flexibility in how they work: → Role-based Platform permissions so you can match access to each team member’s responsibilities. → Household settings so you can tailor what individual clients can see, from their own accounts and documents to the wider household view. Both updates are live now. Take a closer look at what’s new 👇 https://lnkd.in/eSDNzxeU/?utm_campaign=Boost_Post_WebsiteVisits_Oct14,2026&utm_source=linkedin&utm_medium=paid&utm_id=1231513676&hsa_acc=508851123&hsa_cam=1231513676&hsa_grp=912542106&hsa_ad=1642350456&hsa_net=linkedin&hsa_ver=3