STOCKBROKING

STOCKBROKING SERVICES

A very personalised proposition

QUALIFIED ADVICE
Bespoke service

Talk to a qualified stockbroker, not just an order taker, when you trade. Personal broker service tailored to your needs with your own dedicated relationship manager

TRADING MADE EASY
Selection & availability

Trade by telephone or in person at our office, with access to global markets and a range of asset classes

KEEPING YOU INFORMED
News, opinions and visibility

Free market news, insights and opinions via our regular newsletters. Access to our online portal to track the value progress of your investments.

MARKET NEWS

Finger on the pulse








FEATURES OF OUR STOCKBROKING SERVICES

Talk to an experienced dealing team who work on your behalf to achieve the best execution prices.
Fund your account using a debit card or bank transfer
Your assets are held by one of the world’s largest custodians – we will not compromise of the security of your investments.
Gain access to a universe of investments – Irish, UK and international shares – not to mention thousands of mutual funds, bonds, unit trusts and investment trusts.
See your investments in real time in our cutting edge, highly secure online valuation portal.
Receiving regular valuations and market information and bulletins, as well as information on broader financial planning matters too.

TAKE A MORE ACTIVE ROLE IN MANAGING YOUR INVESTMENTS

DRIVING SEAT
We execute your investment decisions.
EXPERT SUPPORT
We don’t provide advice in this regard, but our in house research team can provide a wealth of insight.
EASE OF EXECUTION
Just pick up the phone to place your trades.
CLOSE AT HAND
Your online client portal gives up to date valuations, 24/7, transaction histories and the ability to securely message us whenever needed.
Online account application
Complete this easy to follow form and upload your documents. One of our team will follow up with you once your application has been processed.

related LITERATURE

X

In your 20's and 30's

We call this ‘foundational planning’ i.e. getting the basics right. We expect that you’ll be focussed on:


  • Funding your lifestyle

  • Savings advice

  • Mortgage advice

  • Individual Savings Accounts

  • Learning how to manage your finances

  • Find out more about our ‘Spotlight’
    service which could be an ideal fit.

But the ‘here and now’is more likely to be about:


  • Funding your lifestyle

  • Savings advice

  • Mortgage advice

  • Individual Savings Accounts

  • Learning how to manage your finances

  • Find out more about our ‘Spotlight’
    service which could be an ideal fit.

X

In your 30's and 40's

At this point, there ‘here and now’ could well be:


  • Tie’ing the knot, or putting down roots

  • Aspiring to a larger property

  • Professional development and recognition

  • Perhaps with more disposal income to put to one side

At this point, there ‘here and now’ could well be:


  • Funding education (a professional qualification)
    or school fees for children

  • Providing for loved ones (income protection, life assurance etc)

  • Pension planning – modifying and managing asset allocations

  • Maximising the tax efficiency of your investments

X

In your 40's and 50's

At this point, there ‘here and now’ could well be:


  • Teenage children – increasingly more depending
    and ready to strike out their own

  • Reducing liabilities and paying down the mortgage

  • Aspirational spend may be growing –
    more expensive hobbies or goods consumed

  • Potentially a dual income household,
    with earnings capacity at its maximum

The ‘here and now’ is more likely to be about:


  • Educational costs – this time university fees

  • Optimising your tax liabilities through pension
    contributions and ISA portfolios

  • Becoming more actuarial in managing assets and
    forecasting cash flows and lifetime
    budgeting exercises

X

In your 50's and 60's

At this point, there ‘here and now’ could well be:


  • Children have flown the coup and are no longer
    ‘financial dependents’, (save for a house deposit!)

  • Potential significant equity in property,
    resizing or even relocation thoughts

  • Disposable income could be peaking

  • Pension and investment consolidation

  • Business planning, be it exit or succession thoughts

The ‘here and now’ could well mean:


  • Estate planning and pre-retirement advice

  • Lifestyle investing – considering market risks and
    reducing exposure to riskier asset classes

  • Considering and maximising all allowances

  • Retirement options: flexi-working arrangements, early retirement
    or a new career!

X

In your 60's and 70's

At this point, there ‘here and now’ could well be:


  • Taking on new hobbies, maintaining current interests

  • Property investment: a bolthole ‘away from home’

  • Transitioning from gainful employment
    to a less ‘structured’ existence

  • The next generation

The here and now means a different set of priorities than may have gone before:


  • Inheritance tax planning

  • Gifting to family

  • Optimising your balance sheet to generate an income that
    sustains your lifestyle

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Mid 70's and beyond

At this point, there ‘here and now’ could well be:


  • Living a healthy and comfortable life will
    be high on most people’s agenda.

  • Personal health and provision for it

  • Lifestyle considerations including
    current living / property arrangements

  • Gifting monies to family

There ‘here and now’ means making the most of every day, but more importantly having put into place the arrangements that ensure your legacy is what you would like it to be:


  • Placing assets into Trust

  • Giving assets away to charity

  • Ensuring wills are current

  • Inheritance Tax Planning

  • Ensuring asset allocations are still appropriate for their objectives

  • Care fees funding

Call Us

You’re always welcome.

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

get in touch


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