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Client Testimonial

“Investment Quorum are somewhat unique in my experience, in that they provide expertise in a broad area of financial matters ; over the years they have advised me on pensions, mortgages, conducted regular financial reviews, including delicate matters of the heart & financial family planning , effectively providing a boutique personal service at reasonable charges that one might ordinarily expect for high net worth & larger financial institutional investors.

I will always be grateful for the care and expertise with which IQ handled a probate matter at time in ones life when you are grieving & at your most vulnerable.

It is a testimony to the company that over the many years they have been advising , I have been dealing with many of the same personnel , always the sign of a well run outfit who look after both their clients and their staff, & as a result who know the history & nuances of ones ongoing transactions and affairs.

Thank you IQ team, great work.” – Nick M

Client Testimonial

“Same day turn around, highly informative, very clear and concise. What a great introduction to your firm. Delivered at precisely the time when clients are forming their opinions of your business and its people. “

Client Testimonial

“We are really happy that you are looking after us with such care and greatly admire your judgement and how you run your company.”

Client Testimonial

“Thanks so much for your help today, you really went above and beyond of what could reasonably be expected of you. Same counts for Nick when he helped me out with an issue, I had two years back. Thanks a million, to the both of you.”

Client Testimonial

“I was astounded at how efficiently and speedily she handled the problem. In addition, she had a very charming and helpful manner. Well done Charlotte. Her efforts reflected very favourably on your company.”

Client Testimonial

“Just wanted to say a very big thank you for all your efforts on my behalf lately. Things have been difficult here recently and you and all your amazing colleagues have made things so much easier for me. Please thank Lisa and George especially for their help and prompt action in getting me what I needed.”

Client Testimonial

“Thank you for your time yesterday. I just wanted to reiterate what I said on the telephone and thank you hugely for delivering the first ever financial report that I have found accessible, informative, relevant, truly bespoke and a pleasure to read.”

Client Testimonial

“Investment Quorum is (to my mind) a top tier boutique Wealth Manager. The best reference I can give you is that Petronella has been assisting me with my financial affairs and with financial services for the past 26 years and (despite many overtures from other Wealth Managers and Financial Services providers) I haven’t come across anything better or more reliable.”

Client Testimonial

“Thank you so much for inviting John and me to last night’s private viewing and dinner.  We had such a nice time and the calibre and loveliness of the attendees (client and IQ team members) reinforced why IQ is very much part of my tribe and I have no hesitation in continuing to recommend you.”

A Wealth Management strategy built around you 

At Investment Quorum we are proud to offer an award winning wealth management service comprising detailed financial planning based on your aspirations, goals and values and supported by comprehensive investment management solutions.  It is only by paying particularly close attention to your financial imperatives around planning, investments and retirement income that we can forge a relationship based upon clear and impartial advice. After all, it is your future you are looking to safeguard.

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