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- 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
  
 
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IQ CEO interviewed live on Reuters late 2011 on European Rescue Package and markets
See more videos from and featuring 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 Surveys undertaken with actual client comments |
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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 |
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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 shortlisted for Best Small Adviser Firm in 2012 Professional Adviser Awards.
- Five in a row! Investment Quorum were honoured to be presented with our fifth successive Gold Standard Award for Independent Financial Advice at the Houses of Parliament by Lord Hunt of the Wirral.
- Investment Quorum CEO, Lee Robertson, interviewed by both Reuters TV and Al Jazeera Europe on the current state of markets and the European Debt Package. To see more follow this link; Investment Quorum Company News
- Its a hat-trick! For the third year in a row we have been assessed as the UK's Leading Adviser Practice in the Aberdeen UK Platform Awards. The judges stated " they continue to iterate and innovate; they are a firm on a journey and are currently in a league of their own." Truly humbling but we hope this demonstrates just how hard we work on your behalf and how this service ethos is viewed by our industry peers.
- Investment Quorum CEO, Lee Robertson, named as one of the UK's top 50 High Net Worth Wealth Managers in their influential listings by Spear's Wealth.
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