Your Independent Financial Advisor in London

Financial planning that gives you peace of mind.

At Investment Quorum, our mission is to empower you with financial security and independence.
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Where independence matters…

Looking for a dedicated, independent financial advisor in London?

Welcome to the IQ Family, where we offer fully personalised services tailored to your needs and aspirations.

With us, you're not just another client. You'll be known personally by every member of our team, enjoying access to your own dedicated wealth manager and client service representative.

We provide bespoke investment planning and reporting that prioritises your needs, risk tolerance, and financial goals. We are committed to making our clients feel valued as individuals. Which is why, in an industry dominated by acquisitions and mergers, we proudly maintain our independence.

We have no plans to change this. As long as our company is entirely employee-owned, and we invest our own money alongside yours, you can rest assured that our values are aligned.

Being independent allows us the freedom to put you first in every decision we make. We are empowered to offer a truly custom-tailored, concierge-style experience.

Your Chartered financial planner in London. How can we help you?

Whether you have been with us for decades, or are just starting your financial planning journey, we are here to safeguard your interests. To protect your wealth. And to ensure yours and your family’s financial well-being for years to come.

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Start your journey to financial freedom today

Whether your journey is just beginning or you are a seasoned expert looking for advice, our award-winning team can provide a service suited to you and your needs.

FAQs

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Why is Investment Quorum different?

When you choose Investment Quorum as your financial advisor in London, you will never be just another name on a vast client database. You will become part of our extended family, receiving the individual attention and care you deserve.

In today’s digital world where a relationship-based service is increasingly rare, we remain steadfast in this family-centred approach. We are here to serve you, rather than our own corporate interests.

Our team of investment management specialists and financial advisors takes pride in getting to know each of our clients by face and name. Our aim is to build relationships that span generations.

Our commitment to providing a truly personalised service includes face-to-face meetings and home visits. You have a dedicated financial advisor and client services representative available via phone or the IQ Wealth app whenever you need them. A trusted partner by your side, guiding you towards your financial goals. That’s the Investment Quorum difference.

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What are the benefits of independence?

An IFA – Independent Financial Advisor – is able to recommend financial products from the whole of the market. This means they are not tied to a single provider or insurer, so your options will not be limited. In other words, the recommendations will be a closer fit for your individual 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 owning the 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.

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Why is using a ‘Chartered’ financial planner beneficial?

The badge says it all. 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 advisors meet rigorous standards set by the Chartered Insurance Institute (CII) and the Chartered Institute for Investments and Security (CISI) in qualifications, ethics, and business practices. As your financial advisor, our aim isn't just to meet expectations, but to consistently exceed them for your financial wellbeing.

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Do your London financial advisors provide specialist advice for charities?

Yes, Investment Quorum offers specialist financial advice for charities.

Managing your charity’s investments is a significant responsibility. We work closely with charities to understand their individual objectives, values and goals with a view to creating a tailor made plan to grow and preserve your charity’s money.

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How much does financial advice cost?

We appreciate how clear, fair and transparent fees are important when choosing a financial advisor in London.

Our straightforward charging structure is designed to help you decide whether we’re the right match for you.