Investment Quorum - London

Investment Quorum: A Comprehensive Overview

Investment Quorum is a distinguished financial services firm located at 68 King William St, City of London, London EC4N 7HR, United Kingdom. With a phone number of 2073371390 and a website at investmentquorum.com, this company has made financial planning and investment services accessible to clients across the UK.

SPECIALTIES

• Financial planner
• Investment service

OTHER POINTS OF INTEREST

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible restroom
• Restroom

REVIEW SNAPSHOT

With an impressive 88 reviews on Google My Business, Investment Quorum boasts an average opinion of 5/5. Clients consistently praise the firm for its exceptional service, bespoke care and attention to their portfolios, and the team's attentiveness to individual requirements and risk comfort levels. The company's ability to provide a secure investment experience, even during market fluctuations, is another key aspect that clients appreciate.

Investment Quorum stands out for its personalized approach to financial planning and investment services. The company's commitment to understanding each client's unique needs and preferences, combined with their expertise in navigating market fluctuations, has earned them a stellar reputation in the industry.

With online appointments and onsite services available, clients have the flexibility to choose the most convenient way to work with Investment Quorum. The firm's wheelchair accessible entrance and restroom further demonstrate their commitment to providing an inclusive and comfortable experience for all clients.

👍 Reviews of Investment Quorum

Charlotte T.

5/5

I have been a client of Investment Quorum for many years, and have always had exceptional service. Their care and attention of my portfolio feels completely bespoke and they are always incredibly attentive when providing advice around my requirements, whilst remaining considerate to my comfort levels to risk. There have been a lot of market fluctuations over the past few years, and I have always felt secure working with them.

Tom R.

5/5

I've used Investment Quorum for well over 10 years with the primary objective of planning my (early) retirement. It worked and the team have been brilliant in helping me make the adjustment to this next phase. The advice given is clear, obviously very well thought through and perhaps most importantly gives me confidence in my financial future.

Claire S.

5/5

I have been with Petronella and her team for around 10 years now. They have always been thoughtful, kind, approachable and completely professional. They make a point of listening and understanding your life's circumstances so that together you recieve the best support and guidance through your financial journey. I feel extremely safe and well cared for giving me reassurance and peace of mind. Couldn't recommend highly enough.

Debs M.

5/5

Our contact at IQ, Jack, has been helpful and supportive around our investments. Initially, we were referred to IQ by a close friend and would highly recommend IQ to our other friends. The team have been efficient and responsive to all of our financial needs.
DM

Timothy W.

5/5

First class service from very competent & attentive team members. I've been with Investment Quorum for over 35 years, and never once has it crossed my mind to change Advisors. (Many have tried, but ever-reliable service is extremely hard to come by...)

Noa M.

5/5

We have used IQ for 18 years. They have been great and I recommend them to anyone--good advice, trustworthy and easy to connect with.

david P.

5/5

When you need help or advice , there is always someone at Investment Quorum with a sympathetic ear offering excellent help.
This applies to Richard last week.
Thanks Richard .

Gerry C. (.

5/5

I am a long standing client of Petronella and the team at IQ. I could not rate them more highly and trust them implicitly to always act in our best interests. We are in very safe and professional hands indeed. I would recommend IQ to anyone who needs advice on their financial affairs.