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.