Financial planning is a cyclical and dynamic process that assists in identifying goals, objectives, risk and priorities.

We assist in establishing the end goals and work back from there. We endeavour to fully understand financial goals and objectives and ensure that the financial plan encompasses a life-time cash flow model as the engine of the planning vehicles deployed.

This comprehensive process involves a review of all areas of a client's financial situation.  It involves establishing short term and long term goals, designing and implementing strategies to reach these goals and an ongoing review of their progress towards their stated goals.  For each of our clients we include 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
  • Education analysis and planning
  • Tax planning
  • Estate and inheritance tax planning
  • Charitable giving planning

 

 Scrutinise   Analyse   Strategise

The Five Steps underpinning your Intelligent Wealth Plan


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Mortgage Advice

A fundamental part of many clients’ financial planning is their mortgage.  As is always the case at Investment Quorum we sought out a highly skilled and experienced individual to deliver top quality advice in this important area to our clients.

Jeremy Davies has many years experience of assisting clients with the correct mortgage gained within large institutions and now with us.  Whether it is for a main home mortgage, a buy to let investment or foreign property mortgage Jeremy is able to deliver advice on virtually the whole mortgage market.

Further, he has recently added equity release and long term mortgage qualifications to his skill-set meaning he is able to deliver tailored advice across a broader range of issues.

So whether you are looking to buy your first home, a home for your children, remortgage, release capital or invest in property, Jeremy, our mortgage manager will be happy to discuss matters with you.

For a no obligation discussion or to arrange an appointment please call Jeremy on 0207 337 1390 or email him at jeremy.davies@investmentquorum.com

If you choose to proceed with a mortgage application a fee may be payable. Your home is at risk of repossession if you do not keep up repayments on a loan secured against it.

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