Investment Quorum

Investment Quorum is an independent wealth management firm based in London. It looks after the financial affairs of private clients, trusts, charities and corporates, combining planning advice with the running of investment portfolios. Clients follow their holdings through an app that the firm built itself.

What Investment Quorum offers

• Financial planning — retirement, tax, cashflow and estate planning built around what a client wants their money to achieve.
• Investment management — portfolio decisions taken by the firm's specialists with the client's wider finances in view.
• In-house platform — the firm runs its own investment platform instead of relying on an outside provider.
• Wealth app — one view of investments, savings, pensions, insurance, bank accounts, mortgages, loans and property, with related paperwork.

Who it works with

Founders and business owners, professionals, retirees, families spanning several generations, and people facing a life event such as divorce, inheritance or a business sale. Trusts, charities and corporate clients are also served.

Key facts

• Based in: London, UK
• Regulation: authorised and regulated by the Financial Conduct Authority
• Certification: holds B Corp status
• Track record: describes itself as an 18-year-old firm