Compare The Platform: Wealth Horizon

/Wealth Horizon

Wealth Horizon

Wealth Horizon is a robo-adviser that aims to close the financial advice gap and make advice more affordable.  Following a risk-assessment-based questionnaire, a personalised portfolio is created. Wealth Horizon operates a discretionary mode of investment, investing on your behalf, but also offers simplified financial advice over the phone. It invests in a range of funds provided by the likes of Legal & General, Vanguard and Threadneedle. ISA and GIA available.

 

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
Research, Tools and Information

Advice, Help and Contact

Investment advisers on call from 8am – 6pm, Monday to Friday.

Learning

Knowledge hub containing various guides, ebooks and resources.

Further information

Free investment proposal available.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Initial Investment Charge (One-off)0.25%
Robo charge0.75%
Underlying fund charges0.22%

Minimum Investments

Lump-sumTop-upsMonthly
£1000£100

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
2.0
4.0
2.0
3.0
Limited to GIAs and ISAs. Well stocked knowledge hub with a wide range of articles and videos.Initial charge makes it one of the more experience robo-advisers.Intuitive. Good support and resources, coupled with the option of advice.