The Process Of Becoming A Client

Investment Quorum

Should someone wish to decide investigate becoming a client of Investment Quorum, it is a pretty detailed process. The first meeting, typically is about an hour or an hour and a half. Typically it is held at our expense. We think it is right that potential clients can look us in the whites of our eyes and see if we are what they are looking for. We discuss during that meeting what we charge, how we charge it, what the client is looking to achieve, when there retirement date is, what investment experience they of investment already so it is quite a detailed process covering a lot of ground. If at the end of that meeting they feel they wish to move forward with us we will give them a named adviser so they know they have a point of contact from there on in. The administration team would then begin gathering all of the information from all of their existing policies, plans and holdings and then feed it back to their named adviser to analyse it in accordance with their discussions and build a financial or investment plan for discussion at a subsequent meeting. Moving forward from there we would be looking to meet clients at least once a year, we believe have to deliver value to clients and therefore talk to them constantly with a weekly markets update, they receive quarterly valuations of their portfolios as well as regular financial planning content and events. It is a fact that most of our clients have been with us for many, many years as we work very closely with them.