In Retirement

  • Living Abroad
    Read Flipbook
  • Proceed with caution when investing

    Proceed with caution when investing

              Proceed with caution when investing Sadly, it has become even more important to understand just who you are investing with and what you are investing into.   “Not all advisers are...

    Read Article
  • Can wealth managers rise to the decumulation challenge

    Can wealth managers rise to the decumulation challenge

                  Can wealth managers rise to the decumulation challenge Can...

    Read Article
  • Bond bubble is a most unhelpful analogy

    Bond bubble is a most unhelpful analogy

                Bond bubble is a most unhelpful analogy is a short guest post by...

    Read Article
  • Why We Are Benchmarked1:03

    Why We Are Benchmarked

    At Investment Quorum we have always taken it seriously that we must be benchmarked by others. It is all right for us to say we think we know what we are doing but we think it is right that others com

    Watch Video
  • Our Typical Client0:47

    Our Typical Client

    It’s hard to describe a typical client of Investment Quorum but I think they have one thing in common they have chosen to get very involved in their own financial affairs but they are looking for hel

    Watch Video
  • How We Are Different0:43

    How We Are Different

    Investment Quorum differs in that we are one of the smallest in the UK, we have a team of eleven. Wealth management is typically delivered by the private banks or big investment managers. We think

    Watch Video
  • The Lifetime Allowance

    The Lifetime Allowance

              The Level of the Lifetime Allowance   We are all becoming very...

    Read Article
  • The Process Of Becoming a Client1:17

    The Process Of Becoming a Client

    Should someone wish to decide investigate becoming a client of Investment Quorum, it is a pretty detailed process. The first meeting, typically is about an hour or an hour and a half. Typically it is

    Watch Video
  • Understanding Risk1:08

    Understanding Risk

    Understanding risk is really important. I think it is important both from the wealth manager’s point of view but particularly from the client point of view. The minute you take money from a deposit

    Watch Video
  • How Our Team Works1:23

    How Our Team Works

    The investment quorum team, and we are a team, we are a boutique. There is myself, there is the Director Private Clients, Petronella West and she has around 25 years of financial planning experience

    Watch Video
  • The Importance Of Pension Planning0:59

    The Importance Of Pension Planning

    Pensions are a big issue in financial planning and wealth management. Particularly at the moment as there are so many changes going on. We are right in the middle of the transition from the paternal

    Watch Video
  • Examples Of Our Work2:18

    Examples Of Our Work

    As part of the overall wealth management process it is perhaps worth describing some of the typical things that are going on right now. We are doing a large probate valuation for a client. We have

    Watch Video
  • Our Approach to Investment Management0:52

    Our Approach to Investment Management

    Our approach to investment management is based upon a multi-asset approach. So what do I mean by that? What I mean is that it takes cash, bonds, equities, real estate and some alternative investment

    Watch Video
  • Our Financial Planning Process1:16

    Our Financial Planning Process

    We take a six step process to financial planning. In fact we follow the ISO 22222 standard which is the international planning standard. There are a couple of them but that is arguably the main one.

    Watch Video
  • What Is Wealth Management?0:41

    What Is Wealth Management?

    Wealth management is the combination of financial planning, investment management, investment consultancy and risk tolerances appropriate to a client. The scope of financial planning and wealth man

    Watch Video
  • loading
    Loading More...