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.

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

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