Annual Service Calendar

Keeping you updated and informed to make the best decisions for your future

ANNUAL SERVICE CALENDAR

keeping you updated and informed'

In any relationship and service driven business, there is a lot of work that goes on behind the scenes to deliver a comprehensive wealth management proposition to our clients.

It’s not just the direct client communication or contact that defines our service, this aspect is only possible due to the year round preparation, support and servicing that underpins our proposition and services.

When you become a client of our Spotlight or Highlight services, we will provide you with a annual plan, that shows the work that is being completed on your behalf, practically on a week by week basis. We can’t capture every task completed, but it goes some way to show the ongoing servicing work required on your behalf to ensure your finances, financial well being and investments are as well placed as they could possibly be.

The table just highlights some of the tasks undertaken in a given month on your behalf.

ALWAYS ON THE GO

Our services provide year round support.

JANUARY

FEBRUARY

MARCH

  • Q4 and annual performance reviews

  • Update goals & financial planning projections

  • Quarterly market update

  • Investment committee meeting

  • Monthly news letter
  • Investment portfolio rebalance

  • Educational webinar – Tax planning

  • Monthly news letter

  • Blog update

  • Investment committee meeting
  • Tax allowance & contributions review

  • Chancellor’s budget review

  • Monthly news letter

  • Investment committee meeting


  • ARPIL

    MAY

    JUNE

  • Q1 performance reviews

  • Educational webinar – Education fee planning

  • Monthly news letter

  • Quarterly market update

  • Investment committee meeting

  • Education planning review

  • Mortgage interest rate review

  • Monthly news letter

  • Blog update

  • Investment committee meeting

  • Retirement planning review

  • Educational webinar – Retirement planning

  • Monthly news letter

  • Investment committee meeting



  • JULY

    AUGUST

    SEPTEMBER

  • Q2 performance reviews

  • Foreign exchange review

  • Monthly news letter

  • Quarterly market update

  • Investment committee meeting

  • Estate planning review

  • Educational webinar – Protection planning

  • Monthly news letter

  • Blog update

  • Investment committee meeting

  • Protection planning review

  • Chancellor’s budget review

  • Monthly news letter

  • Investment committee meeting



  • OCTOBER

    NOVEMBER

    DECEMBER

  • Q3 performance reviews

  • Educational webinar – gearing and debt management

  • Monthly news letter

  • Quarterly market update

  • Investment committee meeting

  • Emergency reserves and cash savings reviews

  • Salary banding reviews

  • Monthly news letter

  • Blog update

  • Investment committee meeting

  • Tax allowance & contributions review

  • Chancellor’s budget review

  • Monthly news letter

  • Investment committee meeting



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    Visit Us
    Aria Private Clients,
    Ground Floor, 74 South Mall,
    Cork, T12 F3FD
    Call Us
    +353 (0) 21 427 9053
    Mail Us
    cork@ariaprivateclients.com

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