• Direct access to your qualified stockbroker to manage buying and selling of shares on your behalf.
• Complimentary subscription to our equity market newsletter ‘Market matters’.
• Utilise the service within your tax-efficient savings vehicles.

• Our efficient streamlined telephone service should you prefer to make your own investment decisions.
• Experienced and qualified professionals execute trades on your behalf.
• Information and support provided to ensure you are fully informed – such as where markets are trading, latest share prices or ex-dividend dates.

• A simple and easy to use service should you prefer support from an established wealth manager.
• Our experienced dealing team handle the execution and administration of your trading.
• Once your account is set up simply call up or email your personal stockbroker quoting your account number to execute a deal.

• Talk to an experienced dealing team to achieve the best execution prices.
• Gain access to a universe of investments – Irish, UK & international shares – thousands of mutual funds, bonds, unit trusts and investment trusts.
• See your investments in real time in our cutting edge, secure online portal.
• Receive regular valuations, market information and bulletins, as well as information on broader financial planning matters.

• Simply complete an application form to get started.
• We can provide guidance on how to transfer existing investments to your ARIA investment account.
• Once we have received the application form and set up your account, you are ready to get started.

• Keeping you up to date and informed is our priority.
• Our online portal gives you continual access and visibility, allowing you to track transactions and view contract notes in real time.
• By using our custody service, you will received a schedule of holdings each year as well as a Consolidated Tax Voucher, giving details of all income and dividends.

Thinking about the next chapter – and ensuring it is the one you want and deserve does bring a range of considerations to bear: making sure you use your annual allowance, higher earners and the complications of tapered annual allowances. You might want to consider making extra pension contributions using carry forward options, as well as the need to assess your current situation against the lifetime allowance tax charge.

Passing on to the next generation means ensuring your money goes to the people you want it too – for your own reasons. Making financial gifts and setting up trusts are just some of the options we will consider with you. We will need to establish if your residence qualifies for the nil rate band allowance, and if not, what alternative options there may be.

They will happen – it’s inevitable. Bereavement, divorce, disabilities or more happily inheritances all are part of the journey. Planning and saving for health care costs should also be part of any planning process.

Whilst perhaps complicated in nature, the Government does offer incentives and various tax reliefs to encourage saving. By arranging your finances to consider Income Tax, Capital Gains Tax, Dividend Income and Contributions to ISAs, pensions and savings accounts can save a lot of money – or put another way, mean significantly higher investing returns over time.

There are many different routes available – including tax-free Junior ISAs, Pensions and Trusts or designated accounts. Maybe you as parents want to save for school and university fees, or perhaps other relatives are looking to give a helping held towards that housing deposit or even a happy day such as a wedding.

We will not stand in the way of technology. You may want to partner with us in relation to your financial planning needs, but separately, take on the responsibility of managing your own monies. We have an online service that provides you with the tools to do so – including a range of risk profiled portfolios for you to find the style that you feel most comfortable with.

Within the ARIA group, we have extensive fund management capabilities, running mandates for institutions and retail audiences. We offer funds which are managed third party specialist multi-asset managers, and our own absolute return range.

You take the reins. Benefit from our extensive market and investment research to help you make informed decisions. Our advisory service allows those who would like to keep control of decision making do so, but with the benefit of expert advice only a phone call away.

Our professional managed portfolios are tailored made to your specific circumstances. We take a highly actuarial approach, in firstly determining your (longer term) investing goals, and then implement a strategy to mamixise the probabilities of attaining them, using the latest capital market assumptions.

For those with up to £200,000 (or currency equivalent), looking for a risk profiled, professional managed portfolio, customised to your profile. We offer a range of investing styles from multi-asset, absolute return, passive or even individual equities*, (*subject to a minimum £150,000 investment).

Perhaps you’re a more experienced investor, and prefer to invest in the stock market without any help. We offer execution only services, by telephone or online trading, with an extensive range of markets as well as offering access to gilts, bonds, investment trusts, VCT’s, EIS, funds and REITs

Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. We work with tax specialists in order to find the right solution for your individual situation, and help you keep on top of it by regularly reviewing the ever changing IHT rules.