NOT EVERYBODY NEEDS A HOLISTIC WEALTH MANAGEMENT SERVICE, FOR MANY A ‘QUICK START’ APPROACH WILL BE MORE RELEVANT, WHICH CAN ADDRESS SIMPLER INVESTMENT NEEDS.
For stockbroking or simple lump sum investments, or straightforward protection requirements.
Not everybody has complicated investing or life assurance needs. You may have a more straight forwards issue you would like addressed in a ‘one off’ engagement. Spotlight is a streamlined service, that helps with the financial fundamentals. Moreover, it combines both telephone and online support to ensure your fits in with your schedule, wherever you may be.
We are moving boundaries.
We support a number of regular savings options, with efficient online investing tools and a sophisticated client portal to track progress
Set up a longer term plan for a younger generation, either online or over the phone, supported by direct debit or regular transfers.
For those who are dependent on you should the worse happen, we’ll help you put in place the right cover and hopefully bring a little peace of mind with it.
Invest online from a choice of thousands of stocks, bonds, funds etc, either under your own steam, or into a suite of risk profiled, customised multi-asset solutions, tailored to your preferences.
WE’re always close at hand, particularly if you prefer to give investment instructions over the phone.
Make use of a range of tax wrappers, or not, and build a customised portfolio using our risk profiling approach process.
Spotlight is when you’re looking for a simple, uncomplicated investing solution or life assurance plan.
We gather relevant information from you including your investing goals, preferences and circumstances and determine different ideas that may meet your needs.
Understanding where you want to be and where you want to get to.
Where are you well placed, and where are the gaps.
Design and development the plan that takes you from start to your destination.
Tracking progress, and refining the plan for any bumps in the road.
Much of the Spotlight service is supported online, click below to get started or learn more about your current financial standing.
The coronavirus (COVID-19) outbreak is first and foremost a human tragedy.
During this difficult time, fear and worry are understandable.
he outbreak of coronavirus (COVID-19) has understandably been dominating the news headlines.
One of the biggest threats to the health of your investment portfolio
You’re always welcome.