Investment Quorum9 Feb 2016

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 held at our expense. We think it is right that potential clients can look us in the whites of our eyes and see if we are what they are looking for. We discuss during that meeting what we charge, how we charge it, what the client is looking to achieve, when there retirement date is, what investment experience they of investment already so it is quite a detailed process covering a lot of ground. If at the end of that meeting they feel they wish to move forward with us we will give them a named adviser so they know they have a point of contact from there on in. The administration team would then begin gathering all of the information from all of their existing policies, plans and holdings and then feed it back to their named adviser to analyse it in accordance with their discussions and build a financial or investment plan for discussion at a subsequent meeting. Moving forward from there we would be looking to meet clients at least once a year, we believe have to deliver value to clients and therefore talk to them constantly with a weekly markets update, they receive quarterly valuations of their portfolios as well as regular financial planning content and events. It is a fact that most of our clients have been with us for many, many years as we work very closely with them.

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Avsnitt(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...

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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...

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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 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 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