Independent wealth management for life

When you’ve already made some headway on your wealth-building journey—you want to feel certain your financial plans align with where you are now. Perhaps you’ve reached a milestone or turning point and feel it’s time to take a fresh look at your approach.Whatever your circumstances, a well-constructed financial plan will help define your goals and how to reach them.

To accomplish this, your dedicated Investment Quorum team will help you think clearly and specifically about the future. Your wealth manager will get to know you inside and out, and will help you identify exactly what you want life to look like for yourself and your family.Then, they’ll create a financial roadmap that’s completely bespoke – tailor-made for your values, motivations and plans.  And throughout your journey, your wealth manager is there for you to reach out to whenever you need them.

Cashflow modelling is the bedrock of good financial planning. Using sophisticated financial modelling software, we demonstrate the impact different financial choices would have on your future.

These projections provide useful wealth advice - answers to key questions such as:

- How much money should I be spending, saving and investing?
- What resources do I need to support the lifestyle I want?
- How much money should I keep in case of emergency
- Can I afford my children’s school fees?
- Can I afford this property?
- When can I retire?

You’ve worked hard to earn your money.  And with the right wealth management advice, you can make your money work for you.

At Investment Quorum we approach investing with the aim of maximising returns over time. We build you a bespoke, 3-pot investment strategy to address your needs in the short term, mid term and long term. Making strategic investment and financial decisions now, means more options later on.

Our role is to provide quantified, well-researched and robust investment solutions that align with your goals and your appetite for risk.  That way, you have the information, advice and options you need to continue to build and preserve your capital to meet your needs throughout your life.

We ensure you have financial protection for yourself and your loved ones so your lifestyle will not be affected by events that are out of your control.

Our wealth advisory services include guiding you on the right type and level of insurance - to help you withstand financial shocks and feel more secure about your future.

Taking care to ensure that your finances are structured in a tax-efficient way is key to growing your wealth.

Our team will check that you are making full use of all your available tax allowances.  We also advise on tax-efficient structures, such as trusts for your children as means of mitigating your Inheritance Tax liabilities.