Financial Planning

We provide a highly personalised advisory service to assist clients in organising their financial affairs.

Investment Planning

We operate an open architecture model for our clients’ investment needs and can access ‘best of breed’ external fund managers. Our clients benefit from Horizon’s in-house fund research team who actively monitor the mainstream and alternative funds marketplace in respect of performance, asset allocation trends and new fund launches.

Pension Planning

We offer advice on all aspects of the pension planning process.

Product

Specialist Pensions

• QROPS - Qualified Recognised Overseas Pension Schemes
• SIPP - Self Invested Pension Plan
• SSAS - Small Self Administered Schemes
• EFRBS - Employer Funded Retirement Benefit Scheme
Corporate client service
• Key man cover
• Shareholder / partnership protection

Client service

• Annual full financial review
• Quarterly valuations & investment commentary
• 24 hour access to your relationship manager

Corporate Client Services

We advise on business protection insurance.

Contact

Peter Sayers +44 (0)1534 868204
peter.sayers@horizongroup.net
www.horizongroup.net