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About Us

Investment Quorum is an independent wealth management firm, owned entirely by its staff. Our whole team is passionate in the pursuit of our mission.

We plan meticulously, combining our leading financial expertise with inspirational thinking to deliver a fully personalised service. We build lasting relationships, underpinned by mutual understanding, trust and commitment. 

We are a highly experienced, diverse team of chartered professionals and investment managers with over 200 years of combined relevant experience.   We are driven by a desire to help our clients create a life they love. Our staff are selected not only on the basis of their intelligence and the attention they pay to detail, but also for their ability to build empathetic relationships with you, our clients.

We are immensely proud of the loyalty that we inspire in our clients and of their satisfaction with our services. Almost all of our new business is referral-led – referred to us by both existing clients, our professional connections and even a number of prestigious financial firms.

A Wealth Management strategy built around you 

At Investment Quorum we are proud to offer an award winning wealth management service comprising detailed financial planning based on your aspirations, goals and values and supported by comprehensive investment management solutions.  It is only by paying particularly close attention to your financial imperatives around planning, investments and retirement income that we can forge a relationship based upon clear and impartial advice. After all, it is your future you are looking to safeguard.

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