About Us

Investment Quorum is an independent wealth management firm, owned entirely by its staff.

We are pension transfer specialists and expert financial advisers.

We provide inspirational financial planning solutions underpinned by excellent investment strategies for private clients, trusts, charities, and corporates.

Boutique in size and unique in thinking, our trusted advisers go the extra mile to ensure you reach financial freedom.

Petronella West discusses the benefits of a financial plan and the value of an independent financial adviser.

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The Investment Quorum team group photo at a client event.
The Investment Quorum team group photo at a client event.

Our Purpose

Our mission is to inspire you to make the most of every day. We do this by providing you with the financial education and discipline you need to make intelligent decisions – ones which make you happier, not just wealthier.

Our Culture - What We Stand For

We are committed to making a difference in the industry and in the world. IQ’s progressive, supportive and inspiring environment empowers our employees to thrive both personally and professionally.

Meet the team

Our Values

How you do anything is how you do everything.

Put you first

The right outcome for you will always take precedence. We go the extra mile.

Take ownership

We will shoulder the responsibility and make life easy for you – removing the hassle of managing your finances.

Attention to detail

Finances are complex and require the highest level of attention to detail. Our accuracy and precision will exceed your expectations.

Communicate clearly

We take the time to listen to you and understand your individual needs. Our transparent and clear communication ensures you are in control.

Act with integrity

IQ is built on a foundation of honesty and integrity. You can trust us to do the right thing. We say what we do and we do what we say.

The Investment Quorum directors holding the Schroder’s UK Platform Awards Leading Adviser Practice trophy.
The Investment Quorum directors holding the Schroder’s UK Platform Awards Leading Adviser Practice trophy.

Our History & Awards

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The last 4 years…
  • IQ awarded B-Corporation status
  • Petronella wins Female CEO Wealth Manager of the Year 2022
  • Awarded Leading Adviser Practice at Schroders UK Platform Awards 2021
  • Named a Top 20 Financial Adviser Firm by FT Adviser 2021
  • Launched IQ Wealth App
  • Named in Citywire’s NMA Top 100 firms in 2021, 2020 and 2019
  • Launched IQ Sustainable strategy
  • IQ awarded Chartered Financial Planner status in 2019
  • Petronella West becomes CEO following a management buyout in 2018
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2016 - 2018
  • Best Wealth Management Boutique Winner 2017
  • Global Awards UK Financial Planner of the Year 2017
  • Award for Excellence in Tax-Efficient Strategies 2017
  • IQ’s Wealth Manager Nick Rolf wins Bronze, Future Leaders Awards
  • Nick Rolf in Spear’s Top 50 High Net-Worth Wealth Manager List
  • Winner of Small Adviser of the Year at Money Marketing Awards 2016
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2012-2015
  • IQ moved to Guildhall House, 85 Gresham Street in 2015
  • Gold Standard Award for Discretionary Management Services
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2000 - 2011
  • First of 6 UK Platform Awards 2009
  • IQ launches Discretionary Management services 2007
  • First of 8 Gold Standard Awards for Independent Financial Advice 2007
  • Investment Quorum was founded in 2000