Working and Investing
Working and investing topics to help you plan your financial future
Time to pack up?
Time to pack up and run away, or go active? Time to pack up and run away, or go active? is a guest post by award winning freelance journalist Adam Lewis. Time to pack up and run away, or...
Investment Quorum Investment Committee notes November 2015
Investment Quorum Investment Committee notes November 2015 Investment Quorum Investment Committee notes November 2015 The following are brief notes from the Investment Quorum...
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...
Property – the British Obsession
Property – the British Obsession Property – the British Obsession is a guest post by award winning freelance journalist Philip Scott The British obsession with all things property...
A comment on market volatility
Guest economic insight for August
Guest economic insight for August This guest economic...
Keep calm and don’t panic
Keep calm and don’t panic Keep calm and don’t panic is a...
Can wealth managers rise to the decumulation challenge
Can wealth managers rise to the decumulation challenge Can...
Bond bubble is a most unhelpful analogy
Bond bubble is a most unhelpful analogy is a short guest post by...
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
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
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
The Lifetime Allowance
The Level of the Lifetime Allowance We are all becoming very...
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
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
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
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
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
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
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.