What is Investment Quorum?
Investment Quorum is a boutique, independent wealth management firm based in London, run by a group of seasoned financial experts who left some of the world’s largest financial institutions to do things differently. They blend deep expertise with a personal touch — something larger firms often miss — offering bespoke financial advice tailored to each client’s unique goals. Whether it’s financial planning, investment services, or retirement advice, Investment Quorum focuses on creating a clear path to help clients achieve their objectives with confidence.
Main Benefits of Choosing Investment Quorum
Here’s what sets Investment Quorum apart:
- Bcorp score: 88.1, reflecting strong commitment to social and environmental performance.
- Comprehensive services: From discretionary fund management to tax-efficient financial planning.
- Client-focused approach: Personalized strategies for busy entrepreneurs, young professionals, and those approaching retirement.
- Innovative technology: The IQ Wealth app offers 24/7 access to portfolios, secure messaging with advisers, and document storage.
- Transparent pricing: A clear, uncomplicated fee structure that clients can trust.
Tailored Wealth Management for Every Life Stage
Investment Quorum understands that financial needs evolve over time. Whether you’re building wealth, approaching retirement, or managing complex life events, their services adapt accordingly. For those nearing retirement, they provide clarity and answers to all the tricky questions about funding and planning. Busy entrepreneurs get bespoke advice to save time and ensure tax-efficient structures. Young professionals receive guidance to lay solid financial foundations, while families benefit from strategies to pass down wealth efficiently and protect assets for future generations.
Supporting Clients Through Tough Challenges
Life isn’t always smooth sailing, and Investment Quorum knows that. They offer dedicated support and clear financial advice during difficult times such as bereavement, divorce, or illness. This compassionate approach ensures clients feel secure and supported when they need it most, helping them navigate financial complexities with confidence and care.
Embracing Sustainable and ESG Investing
Investment Quorum is committed to sustainable investing and ESG (Environmental, Social, and Governance) principles. They integrate these values into their financial planning and investment strategies, helping clients align their portfolios with their personal ethics. Whether it’s ESG retirement planning or sustainable investment options, the firm offers a clear, uncomplicated view of finances that reflects both financial goals and social responsibility.
Project Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – Supporting entrepreneurs and professionals with sound financial planning.
- SDG 10: Reduced Inequalities – Offering accessible, transparent wealth management services.
- SDG 12: Responsible Consumption and Production – Promoting sustainable and ESG investing.
- SDG 17: Partnerships for the Goals – Collaborating with clients to achieve long-term financial and social objectives.
Discover Independent Wealth Management in London
At its core, Investment Quorum is about more than just numbers. It’s about people — understanding what truly matters to each client and building investment portfolios around those priorities. With a fiercely independent spirit and a commitment to making a difference, this London-based firm offers a refreshing alternative to the usual financial services experience. Ready to get a clear, uncomplicated view of your finances? Investment Quorum is where expertise meets genuine care.
