Inspiring you to make the most of every day.
Investment Quorum is a Chartered and independent boutique wealth management firm. Our team offers highly personalised financial planning and investment advice, giving you the confidence to live your life to the fullest. We provide bespoke wealth management for private clients, trusts, charities, and corporates.
Inspiring your life goals through boutique wealth management.
At Investment Quorum, we are more than just wealth managers.
Our commitment and dedication to understanding your life goals, who you are and the legacy you wish to leave behind is what sets us apart.
Join us on a journey that goes beyond numbers and charts, as we empower you to live life to the fullest.
Bespoke financial advice for every life stage
Our boutique wealth management firm offers personalised financial advice to meet your unique needs and aspirations.
Through planning, we can bring your future into the present – by creating a clear path to achieve your objectives.
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.
We then strive to exceed your expectations by delivering superior long-term returns.
Fiercely independent since 2000, our business has thrived on referrals.
"We are proud of the trust, loyalty, and advocacy we inspire in our clients. Our long-standing partnerships, spanning generations, are evidence of this. A large number of our clients refer us to their friends and family members".
PETRONELLA WEST, CEO
What our clients say
Financial peace of mind begins here
"Having been a client of IQ from the very beginning, I have every faith in their ability to plan and advise, not only for my future but that of my family as well. Every member of the team has a desire to ensure that you are completely looked after from the very beginning, taking away all the fears that financial planning and wealth management may hold.”
“Investment Quorum is (to my mind) a top-tier boutique Wealth Manager. The best reference I can give you is that Petronella has been assisting me with my financial affairs and with financial services for the past 26 years and (despite many overtures from other Wealth Managers and Financial Services providers) I haven't come across anything better or more reliable.”
“IQ have been amazing. I've worked with a number of Investment Managers over the years, and none have either performed as well (in terms of asset growth) or provided better relationship management. I work particularly closely with Nick Rolf; but Pete, Petronella and the rest of the team all operate at the same exceptional level. Couldn't recommend them more!”
Hear directly from our clients as they share their experiences and how we have helped them reach their goals.
Start your journey to financial freedom today
Whether your journey is just beginning or you are a seasoned expert looking for advice, our award-winning team can provide a service suited to you and your needs.
Unique, Boutique Wealth Management
Investment Quorum Ltd is authorised and regulated by the Financial Conduct Authority.
© 2024 Investment Quorum Ltd
Work With Us