Home
Menu
Our services
Financial planning and advice
A clear path to achieve your objectives.
Investment services
Discretionary fund management services.
IQ Wealth app
24/7 access to your portfolio, wherever you are.
Pricing
A clear, uncomplicated fee structure.
Advice for
Retirement
New income solution
Feel secure and confident approaching retirement.
Building wealth
Grow your money through smart investments and protect your wealth with tax-efficient financial planning.
Busy entrepreneurs
Gain peace of mind and save time with bespoke financial advice.
Passing down wealth
Providing clarity on your estate and inheritance tax.
Tough challenges
Clear advice and dedicated support through sickness, bereavement and divorce.
Young professionals
Helping aspiring professionals lay the financial foundations to achieve their goals.
Resources
News
Stay informed with IQ's investment news, financial planning tips, and market insights.
Client stories
Learn how our clients gained financial peace of mind.
Brochures
Access our investment strategy factsheets, brochures and other useful resources.
Help centre
Helpful self-serve articles for navigating our platforms and applications.
Company
About us
Fiercely independent, IQ is owned entirely by its staff.
Meet the team
Meet the award-winning team, committed to making a difference.
Careers
Start your journey in financial services with us.
Giving back
Using business as a force for good.
Legal
All the boring stuff.
Ready to get started?
Sign up for a free discovery call
Pricing
Talk to an adviser
Log in
Log in
Chat to us
Contact us
Help centre
Helpful articles from the Investment Quorum team.
View all
Financial planning
Investment management
IQ Wealth app
Administration
Regulatory
Administration
1 min read
How do I contribute to my Transact portfolio?
Steps to make a contribution to your Transact portfolio.
Read article
Administration
1 min read
How do I reset my Transact password?
Steps to reset your Transact password.
Read article
Administration
2 min read
Guide to Contributing to My 7IM Portfolio (excluding 7IM SIPP)
Steps to make a contribution to your 7IM General Investment Account or ISA.
Read article
Administration
1 min read
How do I reset my 7IM password?
Steps to reset your 7IM password.
Read article
Administration
1 min read
How do I contribute to my 7IM SIPP?
Steps to send a contribution to your 7IM SIPP.
Read article
Administration
2 mins read
What are anti-money laundering (AML) documents?
A helpful guide to anti-money laundering documentation.
Read article
Administration
1 min read
How do I use my adviser's booking page to arrange a meeting?
Steps to book a meeting into your Wealth Manager's calendar.
Read article
Administration
2 min read
Disinvesting from my portfolio
Steps required to disinvest from your portfolio.
Read article
