Investment Quorum9 Feb 2016

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 paternalistic State and employer through to the full responsibility pretty much being passed on to the individual. This is also a huge demographic change, we are living longer, we are retiring earlier despite what the government is trying to do. We have to somehow overcome this problem of having twenty or thirty years of retirement with no earned income. At Investment Quorum it is pretty much one of the cornerstones of what we do for clients. People have pensions that they have gathered throughout their working lives, they have a bit over here and a bit over there. The idea is that it should be consolidated, reviewed, looked at properly and get working for you. It is incredibly important to do this as young as possible. The last thing anyone wants to do is run out of money in retirement.

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Episoder(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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 20161min