Partners
In the digital age, the technology and operational infrastructure behind a business is fundamental to future success. Choosing our technology partners is a critically important decision for the long term and it is essential that our partners are aligned with our outlook.
P1 Investment Services
Five Horizons is a trading name of P1 Investment Services Limited, which is authorised and regulated by the Financial Conduct Authority. P1 provides us with the infrastructure we need and allows us to focus on investing our client’s money.
- Regulatory oversight and compliance monitoring
- Membership of the investment committee and access to research
- Quarterly committee meetings sharing exchange of ideas with the P1 team and other member firms
- Increased bargaining power to gain access to cheaper fund share classes
- Access to an award winning Ethical & Sustainable investment service which includes an external Ethical Oversight Committee
My years in the industry have left me frustrated with the service offered by many firms due to their legacy technology. Advisers and clients are busy people. They want a modern investment service that is easy to use, easy to understand, with competitive fees.
Five Horizons allows our investment managers to concentrate on what they do best, manage clients’ money.
Our Platform
Five Horizons platform is powered by P1 Investment Services. This modern platform is unencumbered by outdated, clunky technology that hampers many traditional providers and allows us to provide a competitively priced investment solution for our advisers and clients.
- Paperless, digital only platform
- Online account opening, digital reporting
- Low cost and capped charges
- Ability to integrate with adviser firm’s software
- App available
- Works on all devices
- Flexibility to create sub accounts within account wrappers
- Pension, Trust, ISA, JISA, GIA and third party account wrappers
Let’s talk
Naturally it's free and without obligation. Call, or send us a message today, and let's get to know each other a little.
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