High Tech, High Touch

NOT EVERYBODY NEEDS A HOLISTIC WEALTH MANAGEMENT SERVICE, FOR MANY A ‘QUICK START’ APPROACH WILL BE MORE RELEVANT, WHICH CAN ADDRESS SIMPLER INVESTMENT NEEDS.

THE SPOTLIGHT SERVICE

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.

SPOTLIGHT: WHAT IT COVERS

We are moving boundaries.

RETIREMENT PLANNING
Thinking about the next chapter

We support a number of regular savings options, with efficient online investing tools and a sophisticated client portal to track progress

Investing For Children
Passing onto the next generation

Set up a longer term plan for a younger generation, either online or over the phone, supported by direct debit or regular transfers.

Protecting my loved ones
Life’s what happens in between the planning

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.

Investing Online
Arranging your finances to consider both UK and international taxation

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.

Dealing by Telephone
Being tech savvy doesn’t mean impersonal

WE’re always close at hand, particularly if you prefer to give investment instructions over the phone.

Tax Efficient Lump Sum investing
Setting aside for ‘nextgen’

Make use of a range of tax wrappers, or not, and build a customised portfolio using our risk profiling approach process.

HOW DOES IT WORK?

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.

THEN HAVE PLAN
Understanding You

Understanding where you want to be and where you want to get to.

Design
Discovering You

Where are you well placed, and where are the gaps.

Build
The heavy lifting

Design and development the plan that takes you from start to your destination.

Support
Reporting to you

Tracking progress, and refining the plan for any bumps in the road.

Financial Fitness Questionnaire
Are my finances on track? Find out with our free online ‘financial mot’ tool. How well positioned am I? Our quick start questionnaire with help with some pointers

Much of the Spotlight service is supported online, click below to get started or learn more about your current financial standing.


IN CONTROL
The services under our Spotlight proposition all have one thing in common, you remain firmly in the driver’s seat.
CLOSE AT HAND
We don’t hide behind our cutting-edge technology, you can always pick up the phone.
SIMPLE. CONVENIENT
Review, track, deal, invest, research, contact us, whenever and wherever it suits.
WHENEVER, WHEREVER
With our online client portal, you can enjoy 24/7 view of how your investments are doing, deposit monies and contact us securely.

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Call Us

You’re always welcome.

Visit Us
Aria Private Clients,
Ground Floor, 74 South Mall,
Cork, T12 F3FD

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