Financial planning
From families to founders, and everyone in between.
- Tax
- Cashflow & modelling
- Investment
- Retirement
- Estate & IHT
- Protection
- Goals
About us
Financial planner and investment manager in London.
From families to founders, and everyone in between.
Helix is our app. Invest, plan and manage your money in one place.
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Active and passive strategies, run in-house by our investment team.
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Past performance is not a reliable indicator of future results. Full performance details are in our strategy factsheets.
You won't be a number on a long client list. Some clients have been with us for more than 20 years, so we plan with the next generation in mind as well as this one.
Meet our CEO.webp)
We treat each other the way we treat our clients: like family. We hire for skill and for values, and as a Chartered firm we renew our standards on qualifications and ethical practice every year.
Built on our own in-house app and platform.
Investment Quorum founded
Launched discretionary investment management
Management buyout, with Petronella West as CEO
Became a Chartered firm
Award-winning five years running, from Schroders, Citywire, FT Adviser and Financial Times
Built our own investment platform
Launched Helix, one of the first apps to combine your investments and financial planning, built entirely in-house
“Not necessarily the biggest, but the best! … I'd have been a happier and wealthier man if I'd switched sooner.”
“They have a refreshingly professional and transparent approach to all dealings. I have utter confidence in them to manage my portfolio.”
“I have been a client of theirs for over 15 years and have always found the team to be very professional, and the service they have provided has been second to none.”
Can't see yours? Ask an adviser
Yes. IQ is owned entirely by its staff, with no parent company or outside shareholders. That leaves us free to recommend what's right for you.
Investment Quorum Ltd is authorised and regulated by the Financial Conduct Authority. We're also a Chartered firm, a status we've renewed every year since 2019.
Families, retirees, founders and business owners, professionals, and people going through big life changes. We also advise trusts and charities.
We work closely with accountants, lawyers and other professionals to support shared clients.
Our office is in the City of London, and we advise clients across the UK. Between meetings, you can see your whole financial picture in Helix.
Your first discovery call with an adviser is free, so you can decide whether we're right for each other before committing to anything.
A first conversation with an adviser about where you are now and where you'd like to be.