• 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.

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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.

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Tax & Estate Planning

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

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Charity & Trustee Services

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

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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.

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Our Memberships and Affiliations

 

  IFP

 

              

 

     

 


 

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Our Awards
Our Awards


Investment Quorum in the media

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...
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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.

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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. 

   

 

 

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Investment Quorum Ltd is authorised and regulated by The Financial Services Authority.
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