Introducing Helix

Your wealth, one
intelligent
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Helix is our new app, combining IQ clients' investments and financial planning in one place.

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Good afternoon, James
Here's a quick look at how things are going.
1M3M6MYTD1Y3Y5YAll
📅 Jan 01, 2026 — May 12, 2026
Portfolio
Total value across 2 accounts
£1,360,141 ↗ +£4k net
Performance
Time-weighted return · selected period
+11.93% ↗ +£26,859 (+20.3%)
Objectives
2 of 3 goals on track
27% ↗ 2 on track
Fund the next chapter50%
Protect the family20%
Make £1m in my ISA10%
Goal progress
Grow my pension to £1M by 2040
22%
On track
£225k of £1M target
Allocation
By asset class
0%
20%
40%
60%
80%
Equity
Private
Other
Cash
Pension+8.2%£1.02M
GIA+4.1%£441k
ISA−2.3%£278k
London Flat+1.2%£900k
Dividend received
£4,280.00
Top underlying holdings
Ranked by weight
Apple Inc.
8.2%
+2.1%
Microsoft
6.8%
+1.4%
NVIDIA
5.9%
−0.8%
54.1%United States

Benefits

One login Your portfolio, your plan, your reports, your documents and your messages, all behind a single sign-in. Nothing to piece together from three different places.
Instant transfers Money moves between your accounts on the platform straight away, instead of waiting on a third party's settlement cycle.
No third parties to blame We're one of the very few firms to own our investment platform. So when something needs fixing, we fix it.
Your whole team, one thread Message your wealth manager, client services or the investment team together — and keep each subject in its own conversation.
Cheaper fees
10–20%Lower platform fees than traditional investment platforms — money that stays in your portfolio.

Detailed investment reporting

See what you own, and where it sits.

Asset allocationHover any bar for the detail
Equity
72%
Bonds
14%
Cash
7%
Property
4%
Alternatives
3%
Sector allocationHover any bar for the detail
Technology
26%
Financials
19%
Healthcare
14%
Industrials
11%
Consumer
8%
Currency allocationLook-through exposure
GBP
54%
USD
31%
EUR
9%
JPY
4%
Other
2%
Geographic composition
54.1%United States

Allocation by region

United States54.1%
United Kingdom8.1%
Europe7.4%
China5.3%
Taiwan3.5%
Japan3.1%

Remaining 18.5% spread across emerging markets and smaller developed economies.

Transparent reporting

See exactly what contributes to your performance.

Best/Worst ContributorsGreatest positive and negative impact
% £

Best

Worst

Follow your money in and outContributions and withdrawals on one timeline
Aug 06, 2025 – Aug 06, 2026
Positive Capital Movement (£) Negative Capital Movement (£)
helix · messaging
Inbox
PW
Paying for Hannah's wedding Petronella West, Nick Rolf and you
PW
Morning Peter — if we take the £25,000 from the GIA rather than the ISA you'll keep this year's allowance intact. Nick has checked the gains position and there's room.

Messaging

Everyone who looks after your money,
in one secure inbox.

One thread per subject, with whoever needs to be in it

Send and receive documents securely

Unread messages show on your overview

Advice

Objectives, protection,
reports, and documents.

Track progress on what matters

Retirement, family, and investment goals with clear status and progress — linked to accounts and protection where relevant.

Retire at 62 with £80k incomeOn track
Fund university for HannahNeeds review
Pay off buy-to-let mortgageOn track

Protection plans

Life, income, and critical illness cover in one view — premiums, providers, and sums assured, all in one place.

Level Term LifeAviva
£750,000
Income ProtectionLegal & General
£96,000
Critical Illness CoverVitality
£250,000

Every meeting, written down

The objectives you set and the actions your adviser recommended, kept from each review.

Annual review · Nov 20253 objectives agreed · 4 actions recommended
Advice summary · Mar 2026Rebalance agreed · objectives unchanged
Mid-year check-in · Jun 2026Raise SIPP contribution · revisit Hannah's plan

Documents

Tax forms, statements, and adviser letters — organised and searchable.

Annual Review 2025.pdfMy Documents
Consolidated tax certificate.pdfTax
Instructions to children if I dieLetter of wishes · shared with your executors

Tax & gifting

Gifts and allowances,
counted as you go.

Every gift dated and tapered, so you can see what still counts toward inheritance tax

Annual allowances tracked as the tax year runs, so you know what is left to use before 5 April

helix · gifting
£185,000Total gifted
£85,000Still in the 7 years
£100,000Exempt or outside

Seven-year taper

£60,000
£25,000
40% 32% 24% 16% 8%
Gift made3 yrs7 yrs · nil

Two gifts are still inside the window. The larger one drops out of your estate in 2031.

Cashflow modelling future decisions

Change one number, and watch the next forty years redraw.

Retire two years earlier. Gift £100,000. Pay in more, or less. Move the assumptions and the projection answers back — then switch to Budget for income against spending.

helix · cashflow
Projected assets
Stocks & Shares ISA Personal Pension (SIPP) General Investment Account
Portfolio accounts & assumed growth

Investment Quorum

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Figures and screens shown on this page are illustrative and do not represent any individual client's holdings. The fee comparison is against the third-party platforms previously used by Investment Quorum and will vary by portfolio size and account type. All investments carry risk and you may get back less than you invest.