Investment Quorum9 Helmi 2016

How Our Team Works

The investment quorum is a team. There is myself, there is the Director Private Clients, Petronella West and she has around 25 years of financial planning experience and my Chief Investment Officer, Peter Lowman, has over 40 years professional investment market experience mainly gathered at Cazenove’s but for the last 7 years within Investment Quorum. The Customer Care Team, Operations, Lisa Ryall and Paul Goodrich have been around for many, many years. We are a very stable team, people tend not to come and go and there as many support members of our team as advisers in the team and we think that this is incredibly important. We work on a very collegiate basis, everyone is involved with everyone but, of course, clients want stability of advice so they will have a nominated adviser who always looks after them. That’s not to say that they are the only one to work with the client but they always have a named adviser. In fact what we have seen as clients arrive to us from larger organisations they have become very fed up there with being passed from pillar to post, people have come and people go and they have to constantly re-explain what they are looking for so that is not the way we operate. At Investment Quorum clients it’s a very stable team where you are looked after by the same people.

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Jaksot(18)

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 come...

9 Helmi 20161min

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 manage...

9 Helmi 20161min

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 ac...

9 Helmi 20161min

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 ...

9 Helmi 20161min

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 paternalis...

9 Helmi 20161min

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 help...

9 Helmi 20161min

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. S...

9 Helmi 20161min

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 investments ...

9 Helmi 20161min