Building Wealth

Independent wealth management for life

Building assets, buying a property, or thinking about the future? We’re here from start to finish, helping you lay the financial foundations to achieve your life goals.

At Investment Quorum, we’re here for you throughout your financial journey. Our wealth management services support you and your family through all the stages of your life, as you meet your financial goals and establish new priorities. We stay by your side, ensuring your wealth is working for you over the long run.

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A successful businesswoman looking for financial advice.

Wealth advisory services that evolve with you

We know that your goals and priorities may change throughout your life. When you’ve worked hard to get where you are, then it’s time to make the most of what you’ve earned.

The key to successful wealth management is a blend of:

An investment strategy that maximises returns at the right level of risk for you
A financial plan tailored to your short-, mid- and long-term goals
Insurance and wealth protection for any unexpected events

You want to make the most of what you have-–and protect it, so it’s there for you in the future.

How we help

Bespoke wealth management by your dedicated team

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.

“I have seen the work they’ve done for clients of mine, and the tangible results that they’ve achieved for them.”

Informed financial decisions

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?

Strategic investing

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.

“For many years I had been investing on my own without much success.”

“The approach to finance has been very personal - about what I care about most.”

Protecting your wealth

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.

Tax efficiency

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.

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