Inspiring you to make the most of every day.

We are a London-based independent wealth management firm specialising in financial planning and investment management for private clients, trusts, charities, and corporates.

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What we do

Listen. Truly listening, without judgement or bias - to understand you and what is important to you.

Understand. We take time to understand – not just your finances but your objectives and motivations in life.

Plan. Through planning, we can bring your future into the present – by designing a clear path to achieve your objectives.

Inspire. Just as you inspire us, we will inspire you to strive for the life you truly want – so you will be happier, not just wealthier.

About us

Financial Planning & Advice

Investment Services

How We Charge

IQ Wealth

Your journey with us

We are all individual and unique. Together, we give you the financial confidence and inspiration to live your life to the fullest.

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Young Professionals

Busy Entrepreneurs

Approaching Retirement

Tough Challenges

Passing on Wealth

What our clients say

★★★★★ 5

“A fantastic team and service at IQ. Very professional. They are absolute experts in their field and I feel that my investments are very well looked after. Would highly recommend.”

Sophie

★★★★★ 5

“I have been a client of IQ for over 10 years. I have always been extremely satisfied with all aspects of the service they provide and would be very happy to recommend them without hesitation.”

Alison

★★★★★ 5

“I am enormously impressed at the integrity of advice you have provided and will not consider using another advisor when the time comes for me to reconsider my pension options.”

James

★★★★★ 5

"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.”

Paul

★★★★★ 5

“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.”

Tim

Client Stories

News

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Investment Quorum becomes a B-Corporation

We are incredibly proud to have been awarded B-Corp status!

This certification recognises IQ’s commitment to accountability, transparency, and continuous improvement.

Non-profit organisations and governments can’t tackle social and environmental issues alone. We recognise our responsibility to help make a positive change in the world. We have made it our mission to positively benefit all our stakeholders - from our clients, staff, community and planet.

Certified B Corporation Logo.

Discover the IQ Wealth App

Our clients have access to their portfolios via our app. Discover a clear, uncomplicated view of your finances in one place. Find your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork. If you are an existing client, register here.