IQ Wealth

Discover a clear, uncomplicated view of your finances in one place. As an IQ client, you can view your portfolio, securely message your adviser and store all your important documents on the app.

Your personalised dashboard gives you a snapshot of your entire financial life and an easy navigation point to everything you need.

Find your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork.

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Why use IQ Wealth?

For safety

Email is no longer fit for purpose. It is neither safe nor secure. IQ Wealth is a secure communication portal between you and us. Recording our WhatsApp-style conversation in an encrypted database.

For speed

We can respond to you faster and on the move. For example, we can send you documents to sign instantly via the app. Freeing up time for us to build deeper relationships with you in review meetings.

For accessibility

You can message your adviser directly. Wherever you are and whenever you need to.

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