About Us

We are an independent Chartered Financial Planners firm, owned entirely by our staff.

We are proud to be one of the few chartered financial planning firms in the City, placing us in the top 5% for professionalism and qualifications.

We provide expert financial advice and 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.

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

Our Purpose - What We Stand For

We are an independent financial adviser deeply committed to bridging the gap in good, honest and plain financial advice. We stand as a beacon of autonomy in an era of corporate takeovers and consolidation, fiercely independent and entirely focused on our clients.

Our goal is simple: we are here to give sound financial advice to those who can truly benefit.

We stand apart from many firms that are tied to the interests of larger corporations. Our independence gives us the freedom to provide a refreshingly bespoke, highly personalised service.

We cater to the unique needs of each IQ client while maintaining our commitment to integrity and honesty in every decision we make.

Our Approach

Our approach to wealth management goes beyond the one-size-fits-all model.

When you choose Investment Quorum, you're not just another number in a vast client list. You become part of our extended family, receiving the individual attention and care you deserve.

Our commitment to face-to-face meetings, home visits, and your own dedicated wealth manager and client services individual at the end of the phone means that you will always have a trusted partner by your side.

We aim to build relationships that span generations. Whether you've been with us for 20+ years or are just beginning your financial journey, we're here to safeguard your interests, protect your wealth, and ensure your financial well-being for the long term.

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

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 Culture

At Investment Quorum, our culture revolves around treating our staff and clients like family.

We understand that by fostering a positive, supportive work environment, our staff, in turn, will provide top-tier service to our clients. We have a meticulous hiring process, selecting only those professionals who align with our core values and principles.

As a B Corporation, we are committed to making a difference not only in the financial industry but also in the world. Our policy on social responsibility and sustainable business practices demonstrates our commitment to benefiting all our stakeholders.

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.

Our History & Awards

The last 5 years…
  • Named a Top 20 Financial Advice Firm by Financial Times Adviser 2023
  • Named in Citywire’s NMA Top 100 financial advice firms in 2019 - 2023
  • Named in Top 100 Financial Advice firms by Financial Times Adviser 2021 and 2022
  • Petronella wins Female CEO Wealth Manager of the Year 2022
  • Awarded Leading Adviser Practice at Schroders UK Platform Awards 2021
  • IQ awarded B Corporation status
  • Launched IQ Sustainable strategy
  • IQ awarded Chartered Financial Planner status in 2019
  • Petronella West becomes CEO following a management buyout in 2018
  • Launched IQ Wealth App
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
  • IQ moved to Guildhall House, 85 Gresham Street in 2015
  • Gold Standard Award for Discretionary Management Services
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