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 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.
SPOTLIGHT: WHAT IT COVERS
We are moving boundaries.
RETIREMENT PLANNING
We support a number of regular savings options, with efficient online investing tools and a sophisticated client portal to track progress
Investing For Children
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
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)WE’re always close at hand, particularly if you prefer to give investment instructions over the phone.
Tax Efficient Lump Sum investing
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.
THEN HAVE PLAN
Understanding where you want to be and where you want to get to.
Design
Where are you well placed, and where are the gaps.
Build
Design and development the plan that takes you from start to your destination.
Support
Tracking progress, and refining the plan for any bumps in the road.
Financial Fitness Questionnaire
Much of the Spotlight service is supported online, click below to get started or learn more about your current financial standing.
IN CONTROL
CLOSE AT HAND
SIMPLE. CONVENIENT
WHENEVER, WHEREVER
NEWS and VIEWS
Avoiding hidden dangers in retirement
Make sure you don’t run out of money or face a reduced standard of living
related LITERATURE
Call Us
You’re always welcome.
Visit Us
Guildford Business Park,
Guildford, GU2 8XG
United Kingdom