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Seed

Timeline secures £1.8m in seed funding from FNZ to scale retirement planning software

Timeline

The funding round was backed by FNZ alongside industry executives and existing investors to expand enterprise capabilities.

£1.8MSeed

Timeline provides financial technology software and model portfolios tailored for independent financial advisers in the United Kingdom. The platform integrates fact finding, cashflow modelling, risk profiling, and investment analytics into a single digital service.

Timeline has secured £1.8m in a seed funding round featuring FNZ as a minority investor. The capital injection includes participation from industry executives Alan Smith, Anthony Morrow, and Andrew Hart, alongside existing backers Jason Butler, Adam Seale, and Tim Wright. The company intends to use the funds to scale delivery of its digital retirement income planning software and expand enterprise capabilities. The investment follows growing international demand for advanced decumulation tools as global demographics shift.


Investor perspective

"FNZ remains committed to solving the problems faced by consumers of long-term savings products, by using our own technological and servicing capabilities and by supporting wider independent innovations in the sector. We are building an ‘App Store’ for our platform customers, enabling startups and third-party providers to seamlessly connect with platforms and provide services to platform users – promoting choice within the wealth management solutions market."
AD

Adrian Durham

FNZ Group CEO, FNZ


Use of funds

  1. 01Continue product development
  2. 02Expand into international markets

Investors

FNZ

Adrian Durham

FNZ

AS

Alan Smith

AM

Anthony Morrow

AH

Andrew Hart


Categories

FinTech

About the company

Timeline

Timeline

Timeline builds integrated financial software and model portfolios for independent financial advisers.

London, UK Founded 2018 Website
£11.8MRaised