Everyone’s definition of financial success is deeply personal and unique. We will get you there with a strategic plan and a clear roadmap tailored to you.

Petronella West showed a mother and son their bespoke financial plan at an Investment Quorum discovery meeting.

Your journey with us

Initial contact

It all begins with you. You will be invited to an initial discovery meeting to discuss your motivations and life goals. Following the meeting, we will send you a proposal summarising your key objectives, how we plan to help you achieve them – and the cost of us doing so.

Creating your individual roadmap

Should you choose to appoint us, your adviser will take you through the six stages of our financial planning process:

1. Establish a joint understanding of what motivates and drives you.

2. Gather all the information we need for a deep insight into your current financial affairs.

3. Analyse your current financial position to identify planning opportunities.

4. Produce a comprehensive report and clear roadmap to achieve your objectives

5. Implement our agreed financial plan and recommendations.

6. Review and monitor changes regularly.

Staying in touch

Keeping in close contact with us is vital. Life doesn’t always travel down the path we expect it to take. We will be here to help you get back on track or update your financial plan to fit your new reality.

The IQ family

You become a part of the IQ family. Our dedicated team will always recognise you when you contact us. We will send you regular investment updates, insights and IQ team news to keep you in the loop and inspire you with our own achievements.

Get in touch today