We are a London-based independent wealth management firm specialising in financial planning and investment management for private clients, trusts, charities, and corporates.
Inspiring you to make the most of every day.
After co-founding the company in 2000, I led a management buy-out in 2018. Since then, I have invested heavily in people and technology so as to provide our clients with the best possible service. We are owned entirely by our staff, so our values are very much aligned with yours. The numerous awards we have won are evidence of our ongoing commitment to doing what is right as a responsible company. This involves supporting a number of philanthropic causes in both the UK and overseas. If you think we might be able to help you, please get in touch with me. I look forward to hearing from you.
Who we are
We are a highly experienced, diverse team of chartered professionals and investment managers with over 200 years of combined relevant experience. Our staff are selected for their ability to build empathetic relationships with you, our clients, as well as on the basis of their intelligence and the attention they pay to detail.
“Cannot recommend Investment Quorum highly enough. Petronella have been our financial adviser for around 30 years and is always the epitome of professional, she is friendly, helpful and understanding.”
"We have been advised by IQ for the last 12 years. We have always received relevant, good and honest advice. We feel we have been treated as individuals, just what you want from an Independent Financial Adviser. We have also recommended IQ to some of our friends and family, the ultimate 5-star endorsement.”
“I have every confidence in Investment Quorum to look after my finances as they have been doing so successfully for many years. The team are professional, knowledgeable and friendly. I would not hesitate to recommend them.”
“I have been using IQ since its inception & is a very professional company with excellent ethics. As a boutique company, advice is always available from your named advisor or from another of the well-informed team.”
“In addition to looking after my financial affairs admirably, IQ were a great emotional support to me through the time of my father's passing and helped steer me through the dealing with his estate. I have no hesitation in recommending them. It is also a great comfort to know that my family have someone to go to in the event of something happening to me.”
What we do
Inspirational lifestyle planning 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.
Inspirational financial planning
First-class investment solutions
Exquisite client service
Helping you with your lifestyle planning involves gaining an in-depth understanding of you and what is important to you. Our chartered advisers take the time to understand - not just your finances but what motivates, drives, and concerns you. After all, it is your future you are looking to safeguard, and we take that very seriously. Our lives are made up of different chapters, and each one brings with it a number of new questions. We can help you find solutions to a wide range of financial issues, as well as guide you through major life events. We can provide you with the protection you need to cope with financial shocks. And the financial freedom to lead the life you aspire to.
There is no one investment strategy that fits all. Our goal is to make your money work for you by ensuring your unique portfolio is constructed with the best possible chance of meeting your financial objectives and aspirations. The key to our success lies in our ability to understand you, and what you want to achieve with your money. We then strive to exceed your expectations by delivering superior long-term returns. You get two for the price of one. Our financial planning and investment teams work hand in hand to ensure your investments are aligned to meet your personal objectives. This is a key differentiator for us.
Our client services team go above and beyond for our clients, providing an unparalleled service. The financial world is full of complexities. We are here to alleviate your administrative burden and provide clarity and simplicity to your finances. Whether you need someone to hold your hand during a difficult time or simply wish to ask a question. We are just one phone call away. We provide ourselves on delivering a personalised service that's tailored to your specific financial needs. Feel rest assured that you will never be a number at IQ - our team will always know you and your finances.