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 support a number of regular savings options, with efficient online investing tools and a sophisticated client portal to track progress
Set up a longer term plan for a younger generation, either online or over the phone, supported by direct debit or regular transfers.
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.
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.
WE’re always close at hand, particularly if you prefer to give investment instructions over the phone.
Make use of a range of tax wrappers, or not, and build a customised portfolio using our risk profiling approach process.
Our advisers have an understanding of complex planning affairs, which may be global, and will work with you to understand what you want from life and how to structure your finances to best achieve that.
We will arrange custody of your assets at one of the world’s largest custodians, whilst you will be able to download our bespoke cutting edge wealth management app with institutional grade portfolio management.
