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

Fact Sheets

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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