Investment Quorum Ltd

Independent Financial Adviser Investment Quorum Ltd, 85 Gresham Street, Greater London, London, EC2V 7NQ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
Our experienced team provides detailed wealth management solutions to successful but busy people seeking to address their key financial issues.
We can advise you on
    • Buy to let
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Lee Robertson BA FRSA IMC
CEO
Petronella West DipPFS IMC MIFP
Director Private Clients
What our clients say
Thinking about the area of work Lee is involved in I would simply say that he is in my view the most trustworthy, honourable, dilligent and sincere people I know in UK financial services. A leader who doesn't ever lose sight of the basics. On top of all this he is a pleasure to be around.
Dan Doherty, entrepreneur, London
Lee's firm Investment Quorum provides an excellent service in managing pension portfolios and investment monies. Would recommend Lee as the first port of call for anyone seeking professional investment advice.
Neil Grimston, Chairman, non-executive director, private investor, London
I have always found that Lee brings a very refreshing yet utterly professional approach to the world of wealth management. I would not make any key wealth management decision without the invaluable advice that Lee gives.
Gerry Collins, Partner Ecovis Wingrave Yeats, London
Where to find us

Investment Quorum Ltd, 85 Gresham Street, Greater London, London, EC2V 7NQ

Contact us
About us

We provide real solutions to the financial concerns of real people. Structure, planning, investment management and a keen attention to client service has seen us recognised as the UK's leading adviser practice for the last five consecutive years.

Our services

We bring award winning financial planning combining context and structure to the financial planning and investment management requirements of our clients in a highly engaging way helping them prepare and plan for their future financial security.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Investment Quorum is authorised and regulated by The Financial Conduct Authority

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