'Voted a Financial Times Top 20 Financial Adviser Firm 2023'

Wealth management
by people who care about you.

At Investment Quorum we stand for simplicity, honesty and independence. We're a boutique wealth management firm in London, offering a highly personalised and bespoke approach to achieving your financial goals.
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About us

Inspiring your life goals through boutique wealth management

An investment portfolio built around you

The key to our success lies in our ability to understand you, and what you want to achieve with your money. Both now and in the future.

Financial planning and advice

A clear path to achieve your objectives. Through planning, we can bring your future into the present.

How our wealth management services can help you

Approaching retirement

Secure your dream retirement and maximise your wealth. Get clarity and answers to all your questions about retirement planning and funding.

Building wealth

Grow your money through smart investments and protect your wealth with tax-efficient financial planning.
IQ Wealth

Discover a clear, uncomplicated view of your finances in one place.

As an IQ client, you can view your portfolio, securely message your adviser and store all your important documents on the app.


IQ Wealth is a secure communication portal between you and us. Recording our WhatsApp-style conversation in an encrypted database.


Find your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork.
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We can respond to you faster and on the move. For example, we can send you documents to sign instantly via the app. Freeing up time for us to build deeper relationships with you in review meetings.


You can message your adviser directly. Wherever you are and whenever you need to.

Busy entrepreneurs

We support you at every stage of your business from start to exit. Rest assured that your finances are structured tax-efficiently and your investments are working for you.

Passing down wealth

Gain peace of mind that your assets are protected for future generations and passed down in the most tax-efficient way.

Tough challenges

We provide financial advice for bereavement, divorce and illness to support you when you need it most.

Young professionals

Build your wealth and secure your financial future with careful financial planning and the right investments.


Get regular investment updates, financial planning insights and IQ team news directly to your inbox.

Meet the team

Meet the award-winning team, committed to making a difference.

How we charge

Read about our clear, uncomplicated fee structure.
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Giving back

At Investment Quorum, we are passionate about supporting worthy causes and making a positive change in the world.

Wealth management tailored to your needs

Our team of Chartered Wealth Managers and investment professionals are ready to work with you, in whichever way that suits you best. Feel free to reach out and let's chat about how we can help.