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...
9 Feb 20161min
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, P...
9 Feb 20161min
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 jus...
9 Feb 20162min
The Retirement Income Challenge
This podcast will be of particular interest to those planning and saving towards a retirement income.
12 Jan 20165min
Proceed With Caution When Investing
This podcast touches on how important it is to understand just who you are investing with and what you are investing into and with whom - so we would always advise you to proceed with caution when inv...
12 Jan 20165min
Pensions 2016
This podcast touches upon some of the changes that have already happened and outlines some of what may be to come in 2016. Pensions in 2016 will be of particular interest to private clients undertakin...
12 Jan 20169min
Who Needs Wealth Management?
IQ's CEO, Lee Robertson discusses the following in this short podcast: -Who actually needs wealth management? -What sort of comments do people make about your job? -Is it possible to be your own wealt...
14 Okt 20152min
Working with a Wealth Manager
A short podcast with IQ's CEO, Lee Robertson, discussing the following: -How does a relationship between a financial adviser and a client work? -What divides investors and their advisers? -What can be...
14 Okt 20153min
