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Investment Quorum’s CEO, Petronella West provides three tips for financial housekeeping that are useful during the Coronavirus lockdown.

Our CEO, Petronella West, continues to provide practical advice around important financial matters. This week Petronella is providing tips and insight on the following topics:

1. Tax planning

2. Protection

3. Cybercrime

 

 

Petronella West is the Chief Executive Officer at Investment Quorum, a Director of the company and an integral member of our investment committee.

This article does not constitute specific advice and investors should bear in mind that capital invested is not guaranteed. Investment Quorum is authorised and regulated by the Financial Conduct Authority.

If you would like to hear more about our wealth management services then please do not hesitate to call us on 0207 337 1390 or contact us via email. We would love to hear from you.

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At Investment Quorum we are proud to offer an award winning wealth management service comprising detailed financial planning based on your aspirations, goals and values and supported by comprehensive investment management solutions.  It is only by paying particularly close attention to your financial imperatives around planning, investments and retirement income that we can forge a relationship based upon clear and impartial advice. After all, it is your future you are looking to safeguard.

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