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

7.0/10

17th December 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

Mortgages
- Buy to let
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Expatriate finances
- EEA
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Meet our advisers

Lee Robertson BA FRSA IMC

CEO

Qualifications & Accreditations Hide qualifications

PCIAM - Private Client Investment Advice & Management (CISI)

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Petronella West DipPFS IMC MIFP

Director Private Clients

Qualifications & Accreditations Hide qualifications

PCIAM - Private Client Investment Advice & Management (CISI)

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

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

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.

Compliance

Investment Quorum is authorised and regulated by The Financial Conduct Authority

We can advise you on

Mortgages
- Buy to let
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Expatriate finances
- EEA
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
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

Contact options

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