Client Success Stories | Investment Quorum Wealth Management
Client stories

In our clients’ own words.

Fifteen clients on what they came to us for, and what working with IQ has been like since.

“My family’s financial goals are at the heart of the work IQ does.”
Rob SmallFounder & President of Miniclip

More client stories

  • “The best thing about working with IQ is complete peace of mind.”
    Gary Corcoran
  • “They treat you as a whole family.”
    Anne and Max Abbott
  • “I don’t have to worry about my money anymore.”
    Andy Mendelsohn
  • “The best thing about working with IQ is the relationship I have with them.”
    Charles Carey
  • “The approach to finance has been very personal – about what I care about most.”
    Mark Whitcroft
  • “When IQ look at my finances, it makes me feel frankly, untroubled.”
    Matthew Gibbons
  • “For me, the most important point was the fact that I was treated as a unique customer.”
    Lee Hegarty
  • “I wanted a boutique agency that could cover a broad range of advice.”
    Nick Michaelides
  • “I wanted a retirement plan in place to maintain my standard of living.”
    Jennifer Jeffrey
  • “You get the opportunity to build a relationship with the team.”
    Sue Winston
  • “I’m very comfortable that our kids will be looked after by IQ.”
    Steve and Amanda Davis
  • “They’re so friendly and approachable. It has just made a world of difference to me.”
    Sally Paine
  • “I have seen the work they’ve done for clients of mine, and the tangible results that they’ve achieved for them.”
    Hannah Wailoo
  • “I chose IQ based on the personal relationship I have with Petronella.”
    Paul van Nuland

One of the top-rated wealth management firms in the UK

5-star rated, 100+ reviews
  • “Investment Quorum is (to my mind) a top-tier boutique Wealth Manager. The best reference I can give you is that Petronella has been assisting me with my financial affairs and with financial services for the past 26 years and (despite many overtures from other Wealth Managers and Financial Services providers) I haven’t come across anything better or more reliable.”
    Tim
  • “Having been a client of IQ from the very beginning, I have every faith in their ability to plan and advise, not only for my future but that of my family as well. Every member of the team has a desire to ensure that you are completely looked after from the very beginning, taking away all the fears that financial planning and wealth management may hold.”
    Paul
  • “I have been a client of IQ for over 10 years. I have always been extremely satisfied with all aspects of the service they provide and would be very happy to recommend them without hesitation.”
    Alison
  • “I have been using IQ since its inception & it’s a very professional company with excellent ethics. As a boutique company, advice is always available from your named advisor or from another of the well-informed team. Portfolios are also available online. I would certainly recommend this company.”
    James
  • “A fantastic team and service at IQ. Very professional. They are absolute experts in their field and I feel that my investments are very well looked after. Would highly recommend.”
    Sophie
  • “I have nothing but positive things to say about IQ. The service we receive is exceptional. They take in to account our personal needs and wishes and seem to really care. They explain everything well, are always happy to answer questions and are never pushy. Would highly recommend their services. Thank you”
    Jo

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