Services

At Five Horizons, clients only pay for what they need. We have three levels of service to suit your needs, with access to our outstanding portfolios.

Model

Great portfolios, great price. Choose your portfolio based on risk and objective. We’ll do the rest.

Model Premium

A dedicated investment manager as your point of contact, with an initial meeting and personalised annual reviews.

Bespoke

Less straightforward circumstances, specific investment needs, or tax management requirements? Don’t worry, our bespoke service has you covered.

Model

Model Premium

Bespoke

Annual Management Fee

0.2%

0.4%

0.6%

VAT

no

no

yes

Tiered Fee On Larger Accounts

yes

yes

yes

Minimum Portfolio Size

£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 Portfolios

Individual Investment Requirements

Model

Great portfolios, great price. Choose your portfolio based on risk and objective. We’ll do the rest.

Model Premium

A dedicated investment manager as your point of contact, with an initial meeting and personalised annual reviews.

Bespoke

Less straightforward circumstances, specific investment needs, or tax management requirements? Don’t worry, our bespoke service has you covered.

Model Fees

Annual Management Fee

0.2%

VAT

no

Tiered Fee On Larger Accounts

yes

Minimum Portfolio Size

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 Portfolios

Individual Investment Requirements

Model Premium Fees

Annual Management Fee

0.4%

VAT

no

Tiered Fee On Larger Accounts

yes

Minimum Portfolio Size

£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 Portfolios

Individual Investment Requirements

Bespoke Fees

Annual Management Fee

0.6%

VAT

yes

Tiered Fee On Larger Accounts

yes

Minimum Portfolio Size

£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 Portfolios

Individual Investment Requirements

Fact Sheets

2 Dots and hollow square graphic 2 Dots and hollow square graphic

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