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 CURRENTLY AVAILABLE IN ALL JURISDICTIONS)
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.