Investment Quorum

We offer boutique wealth management
Deliver exceptional, award winning, levels of service
Create an Intelligent Wealth Plan for our clients based on their values, aspirations and goals
Work on a fee basis
Create highly personalised solutions to solve the complex financial issues facing our clients
Bring innovation and creative thinking to any planning or investment management situation

As a client we put your interests at the heart of everything we do, only engaging where we believe we can add significant and measurable value over the medium to long term to your finances

You are right to expect service excellence encompassing financial advice, tax planning and investment management

Our truly collaborative approach won us the first ever 3 star Investor in Customers awarded to a UK wealth manager, based on our clients' opinions, in 2007 and we have retained this every year since at the same level

Comprehensive Financial Planning

A cyclical and dynamic process that helps our clients identify their objectives, goals, priorities and aspirations.

Investment Portfolio Management

Our approach to investment management begins with the need to establish firm goals for the future use of clients’ capital and their investment tolerances.

Tax & Estate Planning

Our clients’ Intelligent Wealth Plan utilises tax advantageous structures and vehicles wherever possible.

Charity & Trustee Services

We believe that Trustees benefit from the structure and discipline our institutional investment solutions deliver.

Services for Allied Professionals

We are highly experienced at working in conjunction with allied professionals such as accountants, tax advisers and solicitors to deliver excellent planning and investment portfolio management services for their clients.

Our Memberships and Affiliations

IFP

Cookies:

The Investment Quorum website uses cookies to remember your preferences and to help us improve the site through the use of web analytics. By continuing without changing your cookie settings we assume that you are happy to receive cookies for these two purposes. If you do not wish to receive cookies please disable them in your computer settings or use a cookie removal system, at your own risk, after using this website.

IQ CEO, Lee Robertson, and Director Private Clients, Petronella West, interviewed on wealth management issues.

See more videos from and featuring Investment Quorum

Make clients feel valuable and take time with them.

Service their clients to the highest possible level.

Excellent communicators.

They look after me.

They understand my situation, needs and wants.

Good, honest advice.

Source: Investor in Customers Surveys undertaken with actual client comments

Download our Brochure
Download our private client brochure in PDF format...
Download Now

Communique
See our client communication for insight, education and unusually for financial services, a little humour.

Communique

Wealth Manager Profile - Portfolio Adviser Magazine
An article discussing Investment Quorum and our approach to wealth management.

Download Now

Breaking News

Investment Quorum CEO, Lee Robertson, assessed as one of the UK's Top 100 New Model Advisers by Citywire.

September 2012 - its four in a row! At the 2012 Aberdeen UK Platform Awards Investment Quorum has been assessed by the judges, for the fourth consectutive year, to be the UK's Leading Adviser Practice.
16th June - Investment Quorum appears as a top UK wealth manager in the influential FT Private Client Wealth Survey. We are extremely proud to be flying the flag for boutique wealth management amongst larger players.

11th June - Investment Quorum CEO appears on Sky News to discuss Spanish Bailout.

Investment Quorum makes Citywealth Leaders List for the first time.

Investment Quorum CEO, Lee Robertson, named as one of the UK's top 20 High Net Worth Wealth Managers in their influential 2013 listings by Spear's Wealth.

Follow @IQWealth

Registered in England and Wales No. 4064060. Registered Office: 101 Wigmore Street, London W1U 1QU
Investment Quorum Ltd is authorised and regulated by The Financial Services Authority.
All telephone calls to and from Investment Quorum are recorded.
©2008 Investment Quorum Ltd Privacy Policy | Site Map | Pillar 3 Disclosure Document | Remuneration Policy