Services
At Five Horizons, our direct clients only pay for what they need. Our proposition is clear and simple, so clients can access investment advice and portfolio management at a great price. We have two levels of service depending on your requirements.
Core
A dedicated investment manager as your point of contact, with an initial meeting and personalised annual reviews. The manager will also assess whether our service is suitable for your needs.
Bespoke
Less straightforward circumstances, specific investment needs, or tax management requirements? Don’t worry, our bespoke service has you covered. Also, for clients with more complex financial planning needs we can refer you to a very friendly and professional adviser.
Core
Bespoke
Annual Management Fee
0.5%
0.75%
Tiered Fee On Larger Accounts
yes
yes
Minimum Portfolio
£250,000
£300,000
Availability
Five Horizons Platform
Third Party Platforms
Online Portal
Quarterly Factsheets
Investment Insights
Dedicated Investment Manager
Initial Meeting With Manager
Annual Review
Investment Proposal
Tax Managed Porfolios
Individual Investment Requirements
Ongoing Suitability Assessment
Core
A dedicated investment manager as your point of contact, with an initial meeting and personalised annual reviews. The manager will also assess whether our service is suitable for your needs.
Bespoke
Less straightforward circumstances, specific investment needs, or tax management requirements? Don’t worry, our bespoke service has you covered. Also, for clients with more complex financial planning needs we can refer you to a very friendly and professional adviser.
Core Fees
Annual Management Fee
0.5%
Tiered Fee On Larger Accounts
yes
Minimum Portfolio
£250,000
Availability
Five Horizons Platform
Third Party Platforms
Online Portal
Quarterly Factsheets
Investment Insights
Dedicated Investment Manager
Initial Meeting With Manager
Annual Review
Investment Proposal
Tax Managed Porfolios
Individual Investment Requirements
Ongoing Suitability Assessment
Bespoke Fees
Annual Management Fee
0.75%
Tiered Fee On Larger Accounts
yes
Minimum Portfolio
£300,000
Availability
Five Horizons Platform
Third Party Platforms
Online Portal
Quarterly Factsheets
Investment Insights
Dedicated Investment Manager
Initial Meeting With Manager
Annual Review
Investment Proposal
Tax Managed Porfolios
Individual Investment Requirements
Ongoing Suitability Assessment
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.
Contact us