Expert Financial Advice | Investment Quorum Wealth Management

How we can help you

We give advice across a wide range of areas, such as:

Retirement and pension planning

Understanding your needs - ensuring your pensions and plans are fit for purpose and performing in line with your personal objectives.

Tax planning advice

Providing you with the most tax-efficient structures to meet your immediate financial needs and future ambitions.

Estate and trust planning

Mitigating inheritance tax and liabilities to ensure your estate is protected. So, it can be passed to future generations in accordance with your wishes.

Personal and corporate insurance

Ensuring your personal assets, business assets and cash flow are protected is a key priority for us.

Financial modelling

Forecasting your net wealth and cash flow over time provides many valuable insights into where you are in relation to achieving your financial goals. It allows you to better understand the implications of your financial decisions and to identify savings requirements, insurance needs and potential gifting opportunities.

Professional network

You will have access to our extensive professional network of lawyers and accountants. You can rest assured that these professionals will provide you with the excellent standard of service that we demand of ourselves.

Advice for charities

Managing your charity’s finances is an enormous responsibility. We work to thoroughly understand your values and objectives and create a bespoke plan to preserve and grow your charity’s assets.

Independent financial planning and advice

We are proud to be an independent financial adviser of choice for clients in London and throughout the UK.

A truly personalised service

Each individual client is living a life with many different chapters - every one presenting new questions.

With so many variables, we simply must get to know each client as an individual. That way, we can tailor our role as your independent financial adviser to meet your unique needs and aspirations.

This in-depth understanding helps us create a plan that suits your lifestyle now - and the one you want in the future.

An independent financial planner in London, for life

As your independent financial adviser, we're in it for the long haul. We take pride in the 20+ year relationships we have built with many of our clients.

We're here to walk with you through each stage of life, serving as a reliable sounding board as life evolves. Our commitment extends beyond you, anticipating the needs of future generations. We’ll help protect your interests now, create a plan for the life you want, and help ensure your financial wellbeing long into the future.

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Your own dedicated wealth management team

Something unique that we can offer you as an independent financial adviser, is your own personal team dedicated to meeting your needs.

You will have a London-based financial adviser, a client service specialist and a wealth management graduate who knows you and your situation explicitly. Whether it’s face-to-face meetings, home visits, or a familiar voice at the other end of the phone - you will always receive the individual attention and care you deserve.

Our independence means we can go far beyond one-size fits all wealth management. You will always have a trusted partner by your side.

Your personal IFA team will:

Guide you through major life events

Offer solutions to a wide range of financial issues

Build the protection you need to cope with financial shocks

Help create the financial freedom to lead the life you want

Support you and your family continuously, as your life evolves

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Wealth management for every life stage

Approaching retirement

Secure your dream retirement and maximise your wealth. Get clarity and answers to all your questions about retirement planning and funding.

Retirement advice

Building wealth

Grow your money through smart investments and protect your wealth with tax-efficient financial planning.

Advice for growing assets

Busy entrepreneurs

We support you at every stage of your business from start to exit. Rest assured that your finances are structured tax-efficiently and your investments are working for you.

Advice for entrepreneurs

Passing down wealth

Gain peace of mind that your assets are protected for future generations and passed down in the most tax-efficient way.

Wealth transfer advice

Tough challenges

We provide financial advice for bereavement, divorce and illness to support you when you need it most.

Advice to support you

Young professionals

Build your wealth and secure your financial future with careful financial planning and the right investments.

Early career financial advice

FAQs

Common answers to questions about our financial advice service. Can’t find the answer you’re looking for? Please chat to our team.

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What does it mean to be an independent financial adviser in London?

At Investment Quorum, we are a small, boutique firm that values our clients as individuals. Our dedication to independence means that we are not bound to the interests of any larger corporation. We have the freedom to put you, our client, at the forefront of every decision we make.

We’ve been in business for more than 20 years—and that’s just the beginning. In an industry increasingly marked by acquisitions and consolidation, we are unwaveringly committed to our independence. That means we can prioritise looking after you and your family, throughout your lives.

Our company is entirely employee-owned, and we invest our money alongside yours. Beyond your results, it’s another way we show you that our values and priorities are aligned. We’ve structured IQ so that we only benefit when you win.

What are the benefits of being an independent financial adviser (IFA)?

At Investment Quorum, we are here to serve your interests, and no one else’s. We firmly believe this is the best way to do business. And that’s why we are - and plan to always be - fiercely and truly independent.

An IFA - Independent Financial Adviser - can recommend financial products from the whole of the market. An IFA is not tied to a single provider or insurer, so there are no restrictions on your options. So the recommendations will be the closest possible fit for your particular needs.

At Investment Quorum, our dedication to independence goes even further. Our company is entirely owned by our staff, which sets us apart in the industry. This unique way of doing business means that our interests are completely aligned with yours. In other words, we are all invested in the same thing: your financial freedom and security.

Why is it important to choose a “Chartered” financial planner?

By choosing Investment Quorum, a Chartered and CISI accredited firm, you're choosing a professional financial planner committed to the highest standards. Our team of financial advisers meet rigorous standards set by the CII and the CISI in qualifications, ethics, and business practices. As your independent financial adviser, our aim isn't just to meet your expectations, but to consistently exceed them.

How is Investment Quorum different from other financial planners in London?

At Investment Quorum, each client receives the individual attention and care they deserve. No one is ever just another name in a vast database. Clients often stay with us for decades, like family.

While we embrace the advances made possible by today’s digital world, we also remain steadfast in our time-tested, relationship-based approach. We aim to build relationships that span generations.

Our team of investment management specialists and financial advisers takes pride in getting to know each of our clients by face, name, and story. In addition to face-to-face meetings and home visits, you have a dedicated financial adviser and client services representative available via phone or the IQ Wealth app whenever you need them - a truly personalised service from a trusted partner in reaching your goals.

How much does financial advice cost?

Fair, clear and transparent fees are vital to our approach. Our straightforward charging structure is designed to help you decide whether we’re the right match for you.

Financial planning and advice