About us
Inspiring your life goals through boutique wealth management
An investment portfolio built around you
The key to our success lies in our ability to understand you, and what you want to achieve with your money. Both now and in the future.
Financial planning and advice
A clear path to achieve your objectives. Through planning, we can bring your future into the present.
How our wealth management services can help you
Wealth management for every life stage
Approaching retirement
Secure your dream retirement and maximise your wealth. Get clarity and answers to all your questions about retirement planning and funding.
Building wealth
Grow your money through smart investments and protect your wealth with tax-efficient financial planning.
IQ Wealth
Discover a clear, uncomplicated view of your finances in one place.
As an IQ client, you can view your portfolio, securely message your adviser and store all your important documents on the app.
Safety
IQ Wealth is a secure communication portal between you and us. Recording our WhatsApp-style conversation in an encrypted database.
Consolidation
Find your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork.
Speed
We can respond to you faster and on the move. For example, we can send you documents to sign instantly via the app. Freeing up time for us to build deeper relationships with you in review meetings.
Accessibility
You can message your adviser directly. Wherever you are and whenever you need to.
Busy entrepreneurs
We support you at every stage of your business from start to exit. Rest assured that your finances are structured tax-efficiently and your investments are working for you.
Passing down wealth
Gain peace of mind that your assets are protected for future generations and passed down in the most tax-efficient way.
Tough challenges
We provide financial advice for bereavement, divorce and illness to support you when you need it most.
Young professionals
Build your wealth and secure your financial future with careful financial planning and the right investments.
Discover independent wealth management in London
News
Get regular investment updates, financial planning insights and IQ team news directly to your inbox.
Meet the team
Meet the award-winning team, committed to making a difference.
How we charge
Read about our clear, uncomplicated fee structure.
Giving back
At Investment Quorum, we are passionate about supporting worthy causes and making a positive change in the world.
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