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About Us

About Us

A little about us. Investment Quorum is a multi-award winning boutique wealth management company. We specialise in the development and implementation of financial planning, investment management and tax efficient strategies for private clients, charities and trustees. We believe in consistent excellence and have received some of the most sought after awards and recognition available within wealth management, many on a regular and even consecutive basis. Our expertise and commitment to clients is well regarded by the financial press and we are regular commentators with the financial, consumer and television press. We firmly believe that we offer an unrivalled wealth management service comprising financial planning, investment consultancy and investment management.

We invite you to get in touch in order that we can discuss how we may help you in greater detail.

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.


Our commentary on wealth
management matters