Working and Investing

Working and investing topics to help you plan your financial future

  • Time to pack up?

    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...

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  • Investment Quorum Investment Committee notes November 2015

    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...

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  • 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...

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  • Property – the British Obsession

    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...

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  • A comment on market volatility1:38

    A comment on market volatility

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  • Guest economic insight for August

    Guest economic insight for August

                  Guest economic insight for August   This guest economic...

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  • Keep calm and don’t panic

    Keep calm and don’t panic

                      Keep calm and don’t panic   Keep calm and don’t panic is a...

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  • 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...

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  • 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...

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  • 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

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  • 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

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  • 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

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  • The Lifetime Allowance

    The Lifetime Allowance

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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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.

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