Investment Quorum - Wealth Management Firm in London

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.

Read about our investment services

Financial planning and advice

A clear path to achieve your objectives. Through planning, we can bring your future into the present.

Read about our financial advice methodology

How our wealth management services can help you

“My family’s financial goals are at the heart of the work IQ does.”

Rob Small

“They’re so friendly and approachable. It has just made a world of difference to me.”

Sally Paine

“I have seen the work they’ve done for clients of mine, and the tangible results that they’ve achieved for them.”

Hannah Wailoo

Approaching retirement

Secure your dream retirement and maximise your wealth. Get clarity and answers to all your questions about retirement planning and funding.

Retirement advice

Building wealth

Grow your money through smart investments and protect your wealth with tax-efficient financial planning.

Advice for growing assets

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.

Get started

Discover the app

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.

Advice for entrepreneurs