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.

Ask Citywire: Ocado or Ocadon’t?
Each week we tackle questions posed by readers on the Citywire Money Forums. This time round we’re joined by Lee Robertson, chief executive of award-winning wealth managers Investment Quorum.

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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 Survey 2009

Download our Brochure
Download our private client brochure in PDF format...
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Managing Wealth
As the global economy dips and dives, lurching towards an uncertain future of peaks and troughs, never has taking sound financial advice been more important.
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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, has been named as one of the UK's top 50 High Net Worth Wealth Managers in 2010 by Spear's Wealth.
Investment Quorum assessed as one of the UK's top 25 independent financial advice firms in the 2010 listings by Private Client Practitioner Magazine (PAM Insight).

Registered in England and Wales No. 4064060. Registered Office: 65 Duke Street, London W1K 5AJ
Investment Quorum Ltd is authorised and regulated by The Financial Services Authority.
All telephone calls to and from Investment Quorum are recorded.
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