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Financial Planning

Financial planning is a cyclical and dynamic process that is designed to assist you identify and address your goals, objectives, risk and priorities. We will challenge you to confront your objectives during your financial planning journey. What are you trying to achieve? What worries you about your financial situation? Are you on track for the retirement you hope for?  Do you feel that you have adequate protection protect your loved ones?

 

This comprehensive process involves a review of all areas of your financial situation. It involves establishing short term and long term goals, designing and implementing strategies to reach these goals and an on-going review of their progress towards their stated goals. For every client like you we conduct a detailed review of the following issues:

 

Financial goal setting • Net worth analysis • Debt analysis • Cashflow, income and expenditure analysis
Investment analysis and planning • Retirement planning • Insurance analysis and planning • Tax planning
Education analysis and planning • Estate and inheritance tax planning • Charitable giving planning and philanthropy

A Wealth Management strategy built around you 

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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