Investment fees and charges


When it comes to investing, we believe you should only pay for the services you need, not what you don't.

The upfront investment costs and ongoing investment management fees you pay can have a significant impact on returns. But understanding these investment fees and charges can be a minefield. They tend to vary greatly depending on the service and provider you choose and, while they should always be clear from the outset, this is often not the case. We think this is unfair and misleading.

value for money

Put simply, investing doesn’t need to be complicated and understanding what you need to pay shouldn’t be either.

Our investment charges

At Wealth Horizon, we are very clear about our investment charges. In fact, as a company, we pride ourselves on the fact we provide low cost investment management and excellent value for money.

And that’s it. No fees for receiving income payments and no charge to withdraw your money or change provider. We aim to make investing much simpler and better value for money than it is currently.

Investment chargesPercentage of lump sum / portfolio valueTypical cost of an investment of 10,000
Initial investment charge [1]0.25% £25
Ongoing advice charge [3]0.50% £50 [2]
Platform charge0.25% £25 [2]
Underlying fund charges0.14% [3] £14 [2]
TOTAL0.25% initially.
c.0.89% ongoing p.a.
£25 initial
£89 ongoing [3]
[1] Applies to initial and subsequent investments [2] These values may go up or down depending on the future value of your investment portfolio. [3] Please note, the exact investment management charges you pay will vary depending on the underlying investments in your portfolio. This figure reflects the average underlying fund charge and fund trading cost of the 10 risk graded solutions available (as at May 2020). Ongoing investment charges are based on the value of the portfolio at the time and applied monthly.
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Our easy to use, online service enables us to provide fully regulated investment advice for a proportion of the amount you would ordinarily pay a financial adviser. And don’t forget, you're not alone; you can speak to someone at any time.

Investment risk: Investment in the stock market is not a suitable place for short term money and you may not get back what you put in. All investment carries risk and it is important you understand this, if you are in any doubt about whether an investment is suitable for you, please contact us. Investment in the stock market and any income derived from it, may go down as well as up.

Wealth Horizon certainly lives up to its promise of making investment simple to understand

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