At Investment Quorum we believe in offering clients an excellent service, combining financial planning and investment management, either on a discretionary or advisory basis, but all at fair value.

 We realise that investors have a growing mistrust of commission based advice and an aversion to hidden charges and fees generated by the constant switching of investments, hence our fee-based approach.

We are also aware that investors are seeking the answers to complex questions and rightly demand professional, unbiased advice free of any influence from financial institutions or external shareholders.  Our independence from such institutions means that we are always free to make recommendations which genuinely and demonstrably put our clients and their interests first.

All financial advice and services offered to clients will be fee-based and costs will be explained, at every stage in full.  Any fees relating to investment management will be based upon a percentage of the assets we manage and will be reduced as the size of the portfolio increases.

Unusually, we will also rebate any fund manager discounts we receive to clients thereby further reducing the Total Expense Ratio (TER) levied against portfolios.  We believe this makes us largely unique in this regard and further demonstrates our commitment to treating all clients fairly and openly.