Financial Planning
Retirement, tax, cashflow and estate planning, built around what you actually want the money to do.
How financial planning works →
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Built on our own in-house app and platform.
Retirement, tax, cashflow and estate planning, built around what you actually want the money to do.
How financial planning works →
Investment decisions made by experts, with your wider financial picture in mind.
How we invest →
We built our investment platform and app ourselves, based on what our clients said would make life easier.
Have a look at Helix →School fees now, first homes later, and what eventually passes down. Planning that accounts for everyone, not just you.
You’ve stopped earning and started spending. The question changes from how much can I make to how long will it last - and that needs a different plan entirely.
Most of your wealth is tied up in one thing. We plan for the exit, and for what the money needs to do once it’s no longer a company.
High income, long hours, and a pension you set up years ago and haven’t looked at since. We do the looking.
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Divorce, inheritance, a sale, losing someone. The moments when the plan has to be rewritten, usually at the worst time.
Your ISA, pension and investments, side by side.
For illustration only. Past performance isn’t a guide to the future, and projections aren’t guaranteed.
Which investments are helping, and which are holding you back.
Fidelity Index US+£46,210
Vanguard FTSE 100+£31,480
iShares UK Dividend+£22,940
Artemis Global Emerging−£6,120For illustration only. Past performance isn’t a guide to the future, and projections aren’t guaranteed.
Plan for later and budget for now, all in one view.
For illustration only. Past performance isn’t a guide to the future, and projections aren’t guaranteed.
Your home, savings and tax allowances, next to your investments.
For illustration only. Past performance isn’t a guide to the future, and projections aren’t guaranteed.
Keep track of gifts to children and grandchildren, and when they fall outside inheritance tax.
For illustration only. Past performance isn’t a guide to the future, and projections aren’t guaranteed.
Entrepreneurs, retirees and families on what they came to us for, and what has changed since.
5-star rated
100+ Google reviews
“My family’s financial goals are at the heart of the work IQ does.”
“The best thing about working with IQ is complete peace of mind.”
“They treat you as a whole family.”
“I don’t have to worry about my money anymore.”
“The best thing about working with IQ is the relationship I have with them.”
“The approach to finance has been very personal – about what I care about most.”
“When IQ look at my finances, it makes me feel frankly, untroubled.”
“For me, the most important point was the fact that I was treated as a unique customer.”
“I wanted a boutique agency that could cover a broad range of advice.”
“I wanted a retirement plan in place to maintain my standard of living.”
“You get the opportunity to build a relationship with the team.”
“I’m very comfortable that our kids will be looked after by IQ.”
“They’re so friendly and approachable. It has just made a world of difference to me.”
“I have seen the work they’ve done for clients of mine, and the tangible results that they’ve achieved for them.”
“I chose IQ based on the personal relationship I have with Petronella.”
Book a first conversation with an adviser about where you are now and where you’d like to be.
Book a free discovery call