quercuswealth.com

Quercus Wealth Ltd | Offering independent advice in the private wealth sector. | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector

Offering independent advice in the private wealth sector. What do we offer? We provide the tools to allow you to make more informed, and better decisions about who should look after your money using an approach most suited to you. I knew I was paying too much to my current investment manager but didn't know where to start with finding a new one. Philippa successfully led me through this minefield.". Amanda Pelham Green (author). How We Can Help. Guidance on selecting an investment manager.

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Quercus Wealth Ltd | Offering independent advice in the private wealth sector. | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector | quercuswealth.com Reviews

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Offering independent advice in the private wealth sector. What do we offer? We provide the tools to allow you to make more informed, and better decisions about who should look after your money using an approach most suited to you. I knew I was paying too much to my current investment manager but didn't know where to start with finding a new one. Philippa successfully led me through this minefield.. Amanda Pelham Green (author). How We Can Help. Guidance on selecting an investment manager.

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2 client testimonials

3 and their performance

4 collating information

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Quercus Wealth Ltd | Offering independent advice in the private wealth sector. | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector | quercuswealth.com Reviews

https://quercuswealth.com

Offering independent advice in the private wealth sector. What do we offer? We provide the tools to allow you to make more informed, and better decisions about who should look after your money using an approach most suited to you. I knew I was paying too much to my current investment manager but didn't know where to start with finding a new one. Philippa successfully led me through this minefield.". Amanda Pelham Green (author). How We Can Help. Guidance on selecting an investment manager.

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quercuswealth.com

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Quercus Wealth Ltd | Offering independent advice in the private wealth sector. | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector

http://www.quercuswealth.com/front

Offering independent advice in the private wealth sector. What do we offer? We provide the tools to allow you to make more informed, and better decisions about who should look after your money using an approach most suited to you. I knew I was paying too much to my current investment manager but didn't know where to start with finding a new one. Philippa successfully led me through this minefield.". Amanda Pelham Green (Business Coach). How We Can Help. Guidance on selecting an investment manager.

2

How we can help | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector

http://www.quercuswealth.com/how-we-can-help

Selecting an Investment Manager. Analysing Manager Fees and Performance. How we can help. How we can help. QuercusWealth gives you and your investment advisors the tools to make more informed decisions. These can be arranged either face to face or via a video link as required. Clients can select to have meetings with us on an ad hoc or regular basis. We can also attend manager reviews as either an observer or active participant. These can be commissioned as required or produced more regularly.

3

Selecting an Investment Manager | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector

http://www.quercuswealth.com/selecting-an-investment-manager

Every Client is Different. Selecting an Investment Manager. Analysing Manager Fees and Performance. How we can help. Selecting an Investment Manager. There are two aspects to finding you the right investment manager. Your financial plans both long and short term. How you view investments in relation to other assets. Amount you want to invest. The risks you are willing to take. Retaining a comprehensive knowledge of suitable investment managers. Management and company structures including ownership.

4

Quercus Wealth Ltd | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector

http://www.quercuswealth.com/quercus-wealth

Selecting an Investment Manager. Analysing Manager Fees and Performance. How we can help. Offering independent advice in the private wealth sector. What do we offer? We provide the tools to allow you to make more informed, and better decisions about who should look after your money using an approach most suited to you. I knew I was paying too much to my current investment manager but didn't know where to start with finding a new one. Philippa successfully led me through this minefield.". How We Can Help.

5

Ongoing Monitoring | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector

http://www.quercuswealth.com/ongoing-monitoring

Ensuring the Best Solution. Selecting an Investment Manager. Analysing Manager Fees and Performance. How we can help. As you mature, your current managers’ offering should be reviewed. A change in your circumstances may prompt an appraisal of an existing relationship. Investment managers may alter their offering. Changes in business ownership, focus or personnel. Investment styles/priorities may modify. Fee structures may change. Company Registration No: 08849817.

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Quercus Wealth Ltd | Offering independent advice in the private wealth sector. | Quercus Wealth Ltd | Independent Advice In The Private Wealth Sector

Offering independent advice in the private wealth sector. What do we offer? We provide the tools to allow you to make more informed, and better decisions about who should look after your money using an approach most suited to you. I knew I was paying too much to my current investment manager but didn't know where to start with finding a new one. Philippa successfully led me through this minefield.". Amanda Pelham Green (author). How We Can Help. Guidance on selecting an investment manager.

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