Timeline expands adviser reach through Mabel deal

February 13, 2026

Timeline, the UK’s low-cost, fastest-growing, evidence-based discretionary model portfolio service (MPS) with £13bn AUM, has formed a new partnership with Mabel Insights to expand adviser access to its portfolios and accelerate further growth.

Under the agreement, advisers using Mabel Insights will gain access to Timeline’s investment portfolios alongside Mabel’s established suite of research, due diligence and financial planning tools. The integration enables advisers to combine Timeline’s portfolios with Mabel’s technology within a single ecosystem, designed to provide flexibility and streamlined access to portfolio insights.

Mabel Insights currently supports advisers in producing more than 5,000 model portfolio and advisory portfolio research reports each week. With Timeline’s data now being incorporated into what is described as the UK’s largest MPS database, both firms expect this figure to rise as advisers benefit from enhanced comparative portfolio analysis and broader access to solutions.

By creating a unified ecosystem, advisers can select only the tools and solutions that align with their business needs, while benefiting from greater transparency and integration between portfolio management and research capabilities.

Timeline is a UK-based adviser ecosystem combining model portfolio solutions with technology built to support modern financial advice firms. Best known for its rapidly expanding MPS offering, the company manages almost £13bn in assets under management and aims to help advisers improve client outcomes while retaining control and flexibility over their investment propositions.

Mabel Insights is a technology-led platform delivering a comprehensive range of MPS-focused investment research and financial planning tools, offered free to financial advisers. The business currently serves more than 3,000 adviser firms across the UK and is focused on supporting evidence-based portfolio selection and oversight.

Mabel Insights CEO Lawrence Cook said, “We are delighted to be partnering with Timeline. Our shared philosophy is to give advisers choice and clarity through technology, and this collaboration brings together best-in-class investment portfolios with the UK’s most widely used MPS research platform.”

Timeline Chief Commercial Officer Ed Carey said, “This is fantastic news for advisers using Mabel. They can now harness our market-leading portfolios alongside Mabel’s established technology to deliver better outcomes for their clients. The partnership significantly broadens our reach and supports our continued growth ambitions.”