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Petronella West
funds under advice
£370m
Fee-earning advisers
5
NUMBER OF CLIENTS
805
Investment Quorum

With our business model providing across-the-board financial planning underpinned by discretionary portfolio management, our clients are the principal focus of everything we do.

Starting from the premise that independent financial planning is key to every successful wealth management strategy, we work with our clients on building bespoke roadmaps which lead to financial security and freedom to live the life they want.

Investment Quorum is wholly people-focused: focused on its clients and its employees. The company promotes a highly collaborative working environment in which everyone is valued and respected, and communication is a top priority.

We work with integrity in everything we do, and adhere to our operating principles when working with clients and with one another.

Thanks to this focus and our values, IQ boasts a high level of employee engagement, resulting in happy, satisfied clients. We have recently produced a series of testimonial videos which endorse the above.