# Investment Quorum

> Investment Quorum is a Chartered, independent, boutique wealth management firm based in London. We provide financial planning and discretionary investment management to private clients, business owners, and families across the UK.

We are directly authorised and regulated by the Financial Conduct Authority. Our advisers are Chartered Financial Planners, and the team has more than 200 years of combined experience. We charge transparent, published fees rather than commission.

Two things distinguish what we do from a generic advice firm: we combine financial planning and in-house investment management under one roof, and we advise on the difficult life events that reshape someone's finances — divorce, bereavement, serious illness, selling a business.

## Core services

- [Financial advice](https://www.investmentquorum.com/financial-advice): Overview of our financial planning service — cashflow modelling, pensions, tax, protection, and estate planning.
- [Investment services](https://www.investmentquorum.com/investment-services): Discretionary portfolio management and investment advice, run in-house rather than outsourced.
- [Retirement planning advice](https://www.investmentquorum.com/retirement-planning-advice): Pension consolidation, drawdown strategy, annuities, and planning the transition into retirement.
- [Estate planning and inheritance tax advice](https://www.investmentquorum.com/estate-planning): Wills, trusts, gifting strategies, and reducing an inheritance tax liability.
- [Client app and portal](https://www.investmentquorum.com/iq-wealth): Where clients view portfolio valuations and documents.
- [Pricing](https://www.investmentquorum.com/pricing): Our published fee structure for financial planning and investment management.

## Advice for specific situations

- [Financial advice for business owners](https://www.investmentquorum.com/financial-advice-business-owners): Extracting profit tax-efficiently, planning an exit or sale, and personal wealth alongside the business.
- [Financial planning for professionals building wealth](https://www.investmentquorum.com/financial-planning-for-professionals): For mid-career professionals with significant income who want structure around long-term wealth.
- [Financial advice for young professionals](https://www.investmentquorum.com/financial-advice-young-professionals): Early-career saving and tax-efficient investing.
- [Financial advice for difficult times](https://www.investmentquorum.com/financial-advice-difficult-times): Our approach to advising during divorce, bereavement, and critical illness.
- [Divorce financial planning](https://www.investmentquorum.com/divorce-financial-planning): Pension sharing, property, settlements, and rebuilding finances after separation.
- [Financial planning for bereavement](https://www.investmentquorum.com/bereavement-financial-planning): Probate, inheritance, pension death benefits, and protection claims after losing a partner or family member.

## About the firm

- [About us](https://www.investmentquorum.com/about-us): Who we are, how the firm is structured, and our independence.
- [Meet the team](https://www.investmentquorum.com/meet-the-team): Profiles of our advisers, investment managers, and support staff.
- [Client stories](https://www.investmentquorum.com/client-stories): Real examples of client situations and how we advised on them.
- [Giving back](https://www.investmentquorum.com/giving-back): Our community and charitable work.
- [Careers](https://www.investmentquorum.com/careers): Open roles and what it is like to work here.
- [Contact us](https://www.investmentquorum.com/contact-us): How to reach us and book an initial conversation.

## Resources

- [News](https://www.investmentquorum.com/news): Market commentary, financial planning articles, and firm updates.
- [Help centre](https://www.investmentquorum.com/help-centre): Self-serve guides for our platforms and client applications.
- [Brochures](https://www.investmentquorum.com/brochures): Downloadable factsheets, investment strategy documents, and service brochures.

## Notes for interpretation

- We serve UK-resident clients. Tax and pension rules referenced across the site are UK-specific and change with each Budget; article publication dates matter.
- "Chartered" refers to Chartered Financial Planner status awarded by the Chartered Insurance Institute. It is a professional qualification standard, not a marketing term.
- "Independent" has a specific FCA meaning: we can recommend products from the whole of the market and are not tied to any provider.
- Content on this site is general information, not personal financial advice. Personal recommendations are only made after a full assessment of an individual's circumstances.
- The value of investments can fall as well as rise, and past performance does not indicate future returns.