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Spotlight Investment Services

For stockbroking or simple lump sum investments
or straightforward protection requirements.

High tech, high touch

NOT EVERYBODY NEEDS A HOLISTIC WEALTH MANAGEMENT SERVICE
FOR MANY A ‘QUICK START’ APPROACH WILL BE MORE RELEVANT.

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.

SPOTLIGHT
WHAT IT COVERS.

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

(Not currently available in the UK)
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.

CHOICE AND
SELECTION

Arranging your finances to consider both UK and international taxation
Invest 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

(Available from our Cork office)
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 financial plan.

We gather relevant information from you including your investing goals, preferences and circumstances and determine different ideas that may meet your needs.

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

POWER AT YOUR FINGERTIPS

Much of the Spotlight
service is supported online,

click below to get started

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 view
communications.

Keep up with all events

LATEST NEWS

AND VIEWS

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December 13, 2021
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OUR FREE
RELATED LITERATURE.

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ARIA PRIVATE CLIENTS AND ARIA ARE THE TRADING NAMES OF ABSOLUTE RETURN INVESTMENT ADVISERS (ARIA) LIMITED. OFFICE: BUILDING 2, GROUND FLOOR, GUILDFORD BUSINESS PARK, GUILDFORD, GU2 8XG. ABSOLUTE RETURN INVESTMENT ADVISERS (ARIA) LTD IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. WE PARTICIPATE IN THE FSCS. YOU MAY BE ENTITLED TO COMPENSATION FROM THE FSCS IF WE CANNOT MEET OUR OBLIGATIONS.

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