Get In Touch
541 Melville Ave, Palo Alto, CA 94301,
ask@ohio.clbthemes.com
Ph: +1.831.705.5448
Work Inquiries
work@ohio.clbthemes.com
Ph: +1.831.306.6725
keeping you updated and informed'

ANNUAL
SERVICE CALENDAR

KEEPING YOU UPDATED AND INFORMED TO MAKE THE BEST DECISIONS FOR YOUR FUTURE

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.

Our services provide year round support.

ALWAYS ON
THE GO

January
    • Q4 and annual performance reviews
    • Update goals & financial planning projections
    • Quarterly market update
    • Investment committee meeting
    • Monthly news letter
February
    • Investment portfolio rebalance
    • Educational webinar – Tax planning
    • Monthly news letter
    • Blog update
    • Investment committee meeting
March
  • Tax allowance & contributions review
  • Chancellor’s budget review
  • Monthly news letter
  • Investment committee meeting
April
    • Q1 performance reviews
    • Educational webinar – Education fee planning
    • Monthly news letter
    • Quarterly market update
    • Investment committee meeting
May
    • Education planning review
    • Mortgage interest rate review
    • Monthly news letter
    • Blog update
    • Investment committee meeting
June
  • Retirement planning review
  • Educational webinar – Retirement planning
  • Monthly news letter
  • Investment committee meeting
July
    • Q2 performance reviews
    • Foreign exchange review
    • Monthly news letter
    • Quarterly market update
    • Investment committee meeting
August
  • Estate planning review
  • Educational webinar – Protection planning
  • Monthly news letter
  • Blog update
  • Investment committee meeting
September
    • Protection planning review
    • Chancellor’s budget review
    • Monthly news letter
    • Investment committee meeting
October
    • Q3 performance reviews
    • Educational webinar – gearing and debt management
    • Monthly news letter
    • Quarterly market update
    • Investment committee meeting
November
    • Emergency reserves and cash savings reviews
    • Salary banding reviews
    • Monthly news letter
    • Blog update
    • Investment committee meeting
December
    • Tax allowance & contributions review
    • Chancellor’s budget review
    • Monthly news letter
    • Investment committee meeting
Close at hand

Define your Perspective

STREAMLINED ADVICE SERVICE

All wealth managers will cover the bases. Investing, tax efficiency, legacy and estate planning, insurance and protection plans – but that doesn’t mean we’re all the same. Not by a long chalk.

Respective Perspectives

Our idea of wealth and yours will differ. Your goals will not stand still. However, at any given point in time, some will be more pressing than others. Firstly, we need to identify them. Then in considering how do get from here, to there, we need to review what resources you have as we stand, before we develop a plan.

Measure What Matters

It doesn’t stop there. Even if you only need a helping hand with a single ‘task’, we’ll still look to run scenarios so that you can see the impact of your decisions. If we work together ongoing, they’ll be a constant monitoring progress to ensure you’re on track.

Joined up thinking.

Perhaps you’re looking for help in planning both your finances and your investments. We’re experts in combining the two. Furthermore, there aren’t many welcome wealth management firms that are regulated across the number of jurisdictions we are. It allows us to take a multi-jurisdictional approach where needed – we have the knowledge base to do so.

London, UK

5 Cheapside,
London
EC2V 6AA
United Kingdom

Zurich, Switzerland

Voltastrasse
61 P.O.Box
371 Zurich, 8044
Switzerland

Hong Kong

(Coming Soon) No.5, 17F, Bonham Trade Center, 50 Bonham Street, Sheng Wan, Hong Kong

Guildford, UK

Building 2, Ground Floor
Guildford Business Park
Guildford GU2 8XG
United Kingdom

Malta

Nu Bis Center,
Mosta Road,
Lija, Malta,
LJA9012

Cork, Ireland

74 South Mall
Cork
T12 F3FD
Ireland

Dubai, UAE

Office 1004, Park Place
Sheikh Zayed Road
PO Box 413670
Dubai, UAE

TO REMEMBER

A FEW THINGS

INVESTMENT RISK

Most of the solutions we offer involve some form of investment risk and you should be aware that the value of investments can fall and you may get back less than you invested.

SUITABILITY

Our services are not suitable for everyone, but we can advise you on the specific services that are suitable for you. Ultimately even where there is a need to draft in external specialist advisers, we would expect to be able to quickly identify just the right individual or company to help.

TAX AFFAIRS

Please be aware that you are responsible for your own legal and tax affairs including all applicable tax filings and payments and for complying with applicable laws and regulations.


ANNUAL SERVICE
CALENDAR HISTORY

Fancy a chat?

CALL US

YOU'RE ALWAYS WELCOME

Home
About Us
Wealth Management
Investing Services
Journal
Call Me
Client Login

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.

VISIT US
Building 2, Ground Floor, Guildford Business Park, Guildford, GU2 8XG United Kingdom
CALL US
+44 (020) 3137 3840
MAIL US
ifa.admin@ariacm.com
STAY IN TOUCH

    This website stores cookies on your computer. Cookie Policy