Advised, simple and value for money
Access to investment advice has reduced since the financial crisis. Banks have withdrawn services and specialist Advisers concentrating on those people with more than £150,000 to invest means that most of us are left out of the picture.
At the other end of the spectrum, a number of online, execution only services have sprung up offering ways of investing money without any financial advice at all.
We believe there’s a better way...
"We believe everyone should have a simple way to invest and access to as much or as little advice as they need."
See it in action
See our advised service in action and decide for yourself.
Wealth Horizon offers a simple, online service which advises you on investing money quickly and with confidence.
Different to other online investment services – with Wealth Horizon, you are not acting alone. At any point should you need to speak to someone, you can pick up the phone to one of our Advisers.
There may even be times when you need to see a financial adviser and we'll tell you if we think you need to. However, for straightforward investment needs you can simply go online and we will create a balanced portfolio that is right for you.
Simple, fast & secure
Investing money is important but it doesn't need to be complicated. Our smart, online advice process means that you can have a balanced portfolio of investments tailored for you in less than 30 minutes.
Simply go online and answer a series of simple questions about your finances and attitudes towards money. We will then determine a portfolio of investments designed to provide a return on investment that is in line with your attitude to risk. It's quick, easy to use and highly intuitive.
What's more, we won't let you invest unless we believe it's the right approach for you.
Value for money
We believe you should only pay for the services you actually need because when it comes to your return on investment one of the most influential factors are the charges you pay (which can often be substantial).
There will be an initial charge of 0.25% (equivalent to £25 for an investment of £10,000) to arrange your investments. On an ongoing basis there will be annual charges of 0.75% (equivalent to £75 per annum on a portfolio of £10,000) in respect of the continuing administration and management of your portfolios.
For more details and to get your personalised investment proposal and the costs of investing simply click here.
We're here if you need to talk
Although it's an online service, you’re not alone.
Call us and speak to one of our qualified investment Advisers. They're available from 8am – 6pm, Monday to Friday.
And of course, if either you or we think you need it, we can put you in touch with someone who can provide comprehensive advice.