Timeline Portfolios Ltd

Website: www.timeline.co 

Timeline logo


Timeline empowers Financial Advisers.  Our best-in-class planning technology and portfolio management enable you to deliver exceptional value to your clients - on your terms!

Our service provides low-cost, evidence-based discretionary portfolio management services, exclusively to financial planners. With Timeline's Turnkey Model Portfolio Service, financial planning firms can access a range of services that enables them to focus on delivering core financial planning and behavioural coaching to clients, while delegating time-consuming tasks, such as research, portfolio construction, rebalancing, performance analysis and tax optimisation to a third-party.

Timeline's vision is to offer low-cost institutional level portfolios designed to capture the global market return over the long-term, whilst eliminating unnecessary costs, inefficiencies, and anxiety for firms and their clients. Our robust and disciplined approach to investing is founded upon Nobel Prize-winning academic research and harnesses sophisticated tools to properly test investment solutions.




ESG Classic

ESG Tracker

Rebalance schedule

Model portfolios are relanced based on tolerance rules.  Currently, the tolerance level is set at 10% and, therefore, a rebalance will take place once the models drift beyond this level.


0.09% per annum.



Legal disclaimer

This publication is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. This content has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice. Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content in this publication prepared or provided by third parties, nor the accuracy and completeness of that content.

Aviva's dedicated site for UK financial advisers only. Not for use with customers, if you're a customer please go to www.aviva.co.uk