Metric 01
250+
UK funds reviewed
UK FUND HELP
Five Funds
Fund selection, fee checks, and portfolio diversification in plain English. ISA and pension guidance for UK investors. Risk profiling for cleaner fund choices. Performance tracking for steady review.
Metric 02
4.8/5
Client rating
Metric 03
24 hr
Weekday reply time
HOW IT WORKS
Four steps to a clear plan
Match funds to your goals, risk level, and time frame.
7-day review
Fund Selection Review
From £295
Match funds to your goals, risk level, and time frame.
10-day plan
Diversification Plan
From £395
60-min call
ISA Guidance Session
From £250
01Retirement check
Pension Guidance
From £325
Review pension funds, charges, and drawdown fit.
02Deep-dive pack
Research Pack
From £425
Plain research on fund costs, holdings, and past performance.
03Fee table audit
Fee Comparison Audit
From £275
Compare fund, platform, and adviser fees side by side.
OUR SERVICES
Fund help for UK investors
Tell us your goals, current holdings, and any ISA or pension questions.
01
Book a Call
02
Share Your Data
03
Get Your Plan
04
Track Progress
CASE STUDIES
Recent client wins
One fund screen a month Basic risk profile check ISA or pension review Fee check on 10 funds Monthly summary email
Billed monthlyBilled monthly
Starter
From £299/mo
- One fund screen a month
- Basic risk profile check
- ISA or pension review
- Fee check on 10 funds
- Monthly summary email
Most popularBilled monthly
Signature
From £749/mo
- Two review calls a month
- Full portfolio diversity map
- ISA and pension guidance
- Fee comparison on 25 funds
- Performance tracker updates
- Research notes after each call
3-month minimum3-month minimum
Scale
From £1,499/mo
- Weekly strategy call
- Whole-book fund scan
- Business cash plan review
- Pension split planning
- Fee table across providers
- Monthly board-ready report
WHAT CLIENTS SAY
Client feedback
Saved 0.38% a year and kept the ISA mix tied to risk.
ISA investor
Lower Fees For An ISA
Saved 0.38% a year and kept the ISA mix tied to risk.
SME owner
Safer Mix For A Firm
Pension saver
Cleaner Pension Map
Family trust
Better Funds For A Trust
Agency
Cost Check For A Studio
Fund selection and risk review
Maya Collins
Fee checks and research notes
Ethan Brooks
ISA and pension support
Sophie Grant
Tracking and rebalancing
Daniel Patel
Proof
Customer notes
Verified
“The fund review was plain and fast. I could see the fees and risks straight away.”
Nina Hart
Private investor, Bristol
Verified
“They cleaned up my pension mix and gave me one sheet I can use each quarter.”
Callum Reid
Company director, Leeds
Verified
“I run a small firm, and the fee check saved time before we moved any cash.”
Laura Bennett
Sole trader, Kent
Service area
London and South East
London, Croydon, Reading, Brighton
Area 01
London and South East
London, Croydon, Reading, Brighton
Area 02
Midlands
Birmingham, Coventry, Leicester, Nottingham
Area 03
North West
Manchester, Liverpool, Chester, Preston
Area 04
UK Online
UK-wide video calls, Leeds, Bristol, Glasgow, Cardiff
Questions
Common questions
Quick answers before visitors choose a product, service, or next step.
01What does Five Funds do?+
We review funds, compare fees, and build simple portfolio plans for UK investors and small firms across ISA, pension, and cash work.
02Do you help with ISAs and pensions?+
Yes. We check ISA and pension options, then show clear fund mixes that fit your goal and risk level.
03Can you work with small businesses?+
Yes. We help directors and owners sort pension pots, surplus cash, and simple company investment plans.
04How often do you review performance?+
We can review monthly or quarterly, with clear notes on returns, fees, risk, and any needed changes.
05Do you compare fund fees?+
Yes. We compare fund charges, platform fees, and adviser costs so you can see the full picture before you choose.
06Do you offer one-off or monthly help?+
Both. You can book a single review or keep us on monthly support for ongoing fund checks, updates, and fee checks.
Get fund notes
Get short updates on fund checks, fee changes, and ISA or pension tips for UK investors and small firms.