About us

Boutique wealth management

We are proud to be one of the few chartered financial planning firms in the City, placing us in the top 5% for professionalism and qualifications.

We provide expert financial advice and investment strategies for private clients, trusts, charities, and corporates. Boutique in size and unique in thinking, our trusted advisers go the extra mile to ensure you reach financial freedom.

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Our purpose

We are an independent financial adviser deeply committed to bridging the gap in good, honest and plain financial advice. We stand as a beacon of autonomy in an era of corporate takeovers and consolidation, fiercely independent and entirely focused on our clients.

We stand apart from many firms that are tied to the interests of larger corporations. Our independence gives us the freedom to provide a refreshingly bespoke, highly personalised service.

We cater to the unique needs of each IQ client while maintaining our commitment to integrity and honesty in every decision we make.

Our approach

Our approach to wealth management goes beyond the one-size-fits-all model.

When you choose Investment Quorum, you're not just another number in a vast client list. You become part of our extended family, receiving the individual attention and care you deserve.

Our commitment to face-to-face meetings and your own dedicated wealth manager and client services individual at the end of the phone means that you will always have a trusted partner by your side.

We aim to build relationships that span generations. Whether you've been with us for 20+ years or are just beginning your financial journey, we're here to safeguard your interests, protect your wealth, and ensure your financial well-being for the long term.

Our culture

At Investment Quorum, our culture revolves around treating our staff and clients like family.

We understand that by fostering a positive, supportive work environment, our staff, in turn, will provide top-tier service to our clients. We have a meticulous hiring process, selecting only those professionals who align with our core values and principles.

We have been a Chartered firm since 2019. Chartered status isn't a badge you earn once and forget about. Renewing it demonstrates, year on year, that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Meet the team

Our values

How you do anything is how you do everything

See how we work

Put you first

The right outcome for you will always take precedence. We go the extra mile.

Take ownership

We step up, make decisions and stay accountable for your experience with IQ, never waiting to be told what to do.

Attention to detail

Finances are complex and require the highest level of attention to detail. Our accuracy and precision will exceed your expectations.

Communicate clearly

We take the time to listen to you and understand your individual needs. Our transparent and clear communication ensures you are in control.

Act with integrity

IQ is built on a foundation of honesty and integrity. You can trust us to do the right thing. We say what we do and we do what we say.

Proud to be one of the highest rated wealth managenent firms in the UK

100+ reviews

5 ⭐ rating

Not necessarily the biggest - but the best! Before switching our investments to IQ I had spent 10 years as a client of two of the UK's largest wealth managers - with approaching £200bn assets under management, and almost 1/4 million active clients. Petronella and her team by far outclass them both . . . in financial performance, investment advice and customer service, I'd have been a happier and wealthier man if I'd switched sooner!

Geoff B.

"Recommended to me by a friend, who happens to be a wealth manager for a very large profile company. IQ took on my Pension. They have a refreshingly professional and transparent approach to all dealings. I have utter confidence in them to manage my portfolio. It’s been through pandemics and ongoing conflicts. I have never doubted its security.As my friend said ‘you wont find any sharp suits or winkle pickers at IQ’."

Dean P.

I would have no hesitation in recommending IQ. I have been a client of theirs for over 15 years and have always found the team to be very professional and the service that they have provided has been second to none. They listen and take the time to fully understand what is important to you and your family so that the advice and financial planning they provide best meets your needs at the time and in the future.

Clive B.

Our history and awards

Some of the accolades we have received over the years.

The last 6 years...

Named a Top 20 Financial Advice Firm by Financial Times Adviser 2023

Named in Citywire’s NMA Top 100 financial advice firms in 2019 - 2024

Named in Top 100 Financial Advice firms by Financial Times Adviser 2021 and 2022

Petronella wins Female CEO Wealth Manager of the Year 2022

IQ awarded B Corporation status 2022

Launched IQ Wealth App 2022

Awarded Leading Adviser Practice at Schroders UK Platform Awards 2021

Launched IQ Global Stewardship strategy 2021

IQ awarded Chartered Financial Planner status in 2019

Petronella West becomes CEO following a management buyout in 2018

For the archives...

Pre-MBO (2018)

Best Wealth Management Boutique Winner 2017

Global Awards UK Financial Planner of the Year 2017

Award for Excellence in Tax-Efficient Strategies 2017

Nick Rolf in Spear’s Top 50 High Net-Worth Wealth Manager List and Bronze, Future Leaders Awards

Winner of Small Adviser of the Year at Money Marketing Awards 2016

IQ moved to Guildhall House, 85 Gresham Street in 2015

First of 6 UK Platform Awards 2009

IQ launches Discretionary Management services 2007

First of 8 Gold Standard Awards for Independent Financial Advice 2007

Investment Quorum was founded in 2000