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Timeline Portfolio Changes

What you need to know

In the last couple of weeks of January 2026, our investment partners Timeline are making some changes to their model portfolios to diversify the funds more widely and in so doing, reduce the overall cost.

Here's a short video from our CEO Pete Matthew explaining what's going on and how the changes work in practice.

As always, if you have any questions or concerns, please contact us via the client portal, or call the office on 01736 360717.