Investment Quorum Ltd

Independent Financial Adviser  Investment Quorum Ltd, Greater London, London, EC2V 7NQ
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FCA authorised
Last authorised 1st March 2021
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
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Building your home
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Buy my next home
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Buy to let
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MS Petronella West DipPFS IMC MIFP
Director Private Clients
MR Lee Robertson BA FRSA IMC
CEO
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.

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

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

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