top of page
iStock-1064397674%20(1)_edited.jpg

Understand 

investing with our seminars

Find a wealth manager to suit your needs

Distilling over thirty years of investment expertise into two bespoke services

Whether you’re an individual investor looking for more investment knowledge or a company offering employees extra training, Investing Unravelled will provide you with the insights, language and confidence to navigate the investment world.

You may already know that you’d like someone to look after your money, in which case, Quercus Wealth can guide you through the process of finding a wealth manager that will suit your individual circumstance and requirements.

WHO WE ARE

We believe that knowledge is the most powerful tool in investing

Through specialist training, clients learn how the investment world operates, leaving them empowered to make confident and well-informed investment decisions.

 

As an independent organisation, we also provide unbiased information so you can find the best wealth manager to suit your needs.

OUR SERVICES

Helping you navigate the investment world and look after your money effectively

You can opt for either a single service or both.

Investing Unravelled

A deep-dive into the investment world with a one-off seminar for groups or individuals

WHAT WILL BE COVERED

How the investment world works

Ways to Invest

Potential costs & hazards

Find a Wealth Manager

Finding a wealth manager can seem daunting. Let us help

you make informed choices.

WHAT WILL BE COVERED

Understanding your investment goals

Meeting a short list of wealth managers

Selecting the right manager for you

WHAT PEOPLE SAY

"The Investing Unravelled seminar was a fantastic introduction to investment for my family. It built on our existing (limited) understanding, to give us more confidence as we take our first steps in investment."

— Company Director/Entrepreneur

bottom of page