Investment Quorum Ltd

Investment Quorum Ltd is an independent chartered financial planning firm based in London, focusing on providing bespoke wealth management services to private clients, trusts, charities, and corporates. They pride themselves on their simplicity, honesty, and independence, offering a highly personalised approach to help clients achieve their financial goals. Investment Quorum emphasizes building lasting relationships with clients, providing support throughout every stage of life, from early career planning to retirement and legacy planning.

The company stands apart from larger firms, offering a boutique experience with a strong focus on client care. They go the extra mile to understand their clients' needs and motivations, ensuring a tailored financial plan and investment strategy that aligns with their unique goals and risk tolerance. Investment Quorum also offers a secure communication portal called IQ Wealth, allowing clients to access their portfolio, message their advisor, and store important documents.

Investment Quorum does not provide any information about job flexibility on its website or in its advertised job postings. NONE

Investment Quorum's employee benefits prioritize the well-being of their staff. As a B Corporation, they are committed to a supportive work environment with opportunities for growth and development. They also offer a range of benefits that promote employee well-being, such as a meticulous hiring process, clear values, and commitment to ethical business practices, aligning with their commitment to being a force for good in the world.

Investment Quorum is an independent, boutique wealth management firm in London with a mission to provide honest, transparent, and personalized financial advice to clients of all backgrounds. They are committed to building long-term relationships with their clients, helping them achieve their financial goals and secure their future by offering a comprehensive range of services including financial planning, investment management, and wealth protection.

Investment Quorum promotes a family-oriented culture, treating both staff and clients with warmth and care. They prioritize a positive and supportive work environment to ensure staff provide top-tier service to clients. They are meticulous in their hiring process, selecting only those professionals who align with their core values and principles, which include putting the client first, taking ownership, attention to detail, clear communication, and acting with integrity.

Investment Quorum welcomes applications from all sections of society and is committed to ensuring that all applicants and employees are treated fairly and with respect, irrespective of their background and identity. They are a Certified B Corporation, committed to making a difference not only in the financial industry but also in the world, demonstrating their commitment to benefiting all their stakeholders.