has been added

Address
Investment Quorum, Gresham Street, London, UK
Media Pack / Portfolio
Peter Lowman
Media Coverage
Professional Adviser
Spring Budget 23: Annual allowance rise ‘exciting’ for adviceThe increase to the pension annual allowance (AA) from £40,000 to £60,000 announced in the Spring Budget is “exciting news” for advice with clients already contacting firms with queries.
IFA Magazine
Bank of England interest rate decision – Comments from mortgage brokers, IFAs and wealth managersThe Bank of England has raised the base rate to 4%. The minutes report that the MPC believes inflation has peaked. Newspage asked mortgage brokers, wealth ma
IFA Magazine
Video calls “the foundation of modern financial advice”Financial planning was always a face-to-face gig. That was the whole point: clients received personal attention and tailored advice from their trusted adviser.
IFA Magazine
Bank Rate decision: reaction from brokers and IFAsWhat will the implications be for borrowers and savers following today’s Bank of England interest rate decision to hike base rate to 0.5% in response to risi
Daily Mail
What will the interest rate rise cost you on your mortgage?For anyone who has just bought a home for the UK average of £276,000 and has an 80 per cent loan on a tracker rate, the 0.25 percentage point rate rise means extra repayments of £552 a year.
FTAdviser.com
Top 100 Financial Advisers 2021: The top 20 firmsIt s time for the final part of FTAdviser s Top 100 Financial Advisers 2021 our annual rankings detailing some of the best advisory firms from across the UK
Spear's Magazine
Petronella WestPetronella West always makes the time to interact with Spear’s, even if it is in the midst of a transition from a management buyout, staff recruitment for expansion and an infrastructure overhaul,
Reuters
Global funds hold equity allocations at over 3-year highThe current run-up in stocks has at least another three months to go, according to fund managers in Reuters polls who kept their recommended equity exposure at last month’s more than three-year high and...
What Investment
Healthcare funds focus on innovation and psychedelic therapyAs science and technology drive revolutions in medical treatment, investors can back companies tackling prevention and present cures.
FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
Investment Quorum set to launch ’12 days of Christmas’ charity campaignIndependent wealth management firm Investment Quorum (IQ) will launch a charity campaign on 1 December, reflecting its belief in supporting good causes whenever possible.