Investment Quorum
Investment Quorum is a wealth management firm based in London, providing financial planning and investment services. The firm is owned entirely by its staff.
- IQ Wealth app
- Investment services
- Retirement planning
- Wealth transfer advice
- Financial planning and advice
- Discretionary fund management
Locations
Competitors
Apropos Wealth Management is dedicated to guiding clients towards a stable financial future through personalised service and advanced financial modelling.
Thera Wealth Management is a financial planning service that caters to private clients, business owners, and their families in London and the south-east of England.
ADL Wealth is a financial advisory firm that provides tailored wealth management solutions to individuals and businesses.
Company Details
Investment Quorum is operated by Investment Quorum Limited and is a Active company incorporated on 4 September 2000 with the registered office located in London, City of London. Investment Quorum Limited was registered 25 years ago.
Status
Active
Size
Small
Directors
5
Age
25 years old
Employees
22
Turnover
£3.2M
Total Assets
£1.35M
Cash in Bank
£405.06K
Total Liabilities
-£270.43K
Teams
19
10
6
5
2
1
Chairman • Joined Aug 2018
CEO • Joined Aug 2018
Director
Wealth Manager • Joined Jul 2023
Associate Wealth Manager • Joined Oct 2022
Wealth Manager • Joined Oct 2022
Marketing Manager • Joined Oct 2022
Associate Wealth Manager • Joined Oct 2022
Head Of Operations • Joined Jul 2006
Head Of Technology • Joined Oct 2022
Chairman • Joined Aug 2018
Director Of Private Clients • Joined Oct 2000
Director
Marketing Manager • Joined Oct 2022
Associate Director Of Operations • Joined Sep 2018
Head Of Technology • Joined Oct 2022
Client Services Manager • Joined Oct 2022
Director Of Private Clients • Joined Aug 2018
Investment Team Administrator • Joined Jun 2022
Senior Client Services Administrator • Joined Oct 2021
Wealth Manager • Joined Jul 2023
Wealth Manager • Joined Jul 2023
Wealth Manager • Joined Oct 2022
Investment Analyst • Joined Oct 2023
Investment Analyst • Joined Oct 2023
Director Of Private Clients • Joined Aug 2018
Client Services Manager • Joined Oct 2022
Director Of Private Clients • Joined Oct 2000
Client Services Administrator • Joined Mar 2025
Client Services Administrator • Joined Sep 2023
Senior Client Services Administrator • Joined Oct 2021
Associate Wealth Manager • Joined Oct 2022
Associate Wealth Manager • Joined Oct 2022
Operations And Technology Manager • Joined Oct 2022
View 19 members