Investment Quorum
Financial planning and discretionary investment management for families, retirees and business owners in the UK
Highlights
- New on EvolcAdded 2026-10-29
About Investment Quorum
Investment Quorum is a London financial planning and investment management firm. It provides financial planning covering retirement, tax, cashflow and estate planning, along with discretionary investment management. Its in-house Helix app lets clients invest, plan and manage their money in one place.
Clients include families, retirees, founders and business owners, professionals, and people going through life changes such as divorce, inheritance or a business sale; the firm also advises trusts and charities. Revenue comes from a fixed-fee financial planning report (from £3,500), a one-off implementation fee of 1% capped at £5,000, and an annual advice and management fee tiered by portfolio size, with a minimum of £3,500 a year. Platform fees are charged separately.
Investment Quorum was founded in 2000 and is authorised and regulated by the Financial Conduct Authority. It has been a Chartered firm since 2019 and is owned entirely by its staff following a 2018 management buyout. Its office is in the City of London.
Product: Financial planning reports, discretionary investment management and the Helix investing and planning app.
Jobs at Investment Quorum
Leadership
- Petronella West · Chief Executive OfficerSource: company website
- Elliot Finch · Chief Technology OfficerSource: company website
- Lisa Ryall · Chief Operating OfficerSource: company website
- Peter Lowman · Chief Investment Officer, Global Market StrategistSource: company website
- Faye Brindley · Head of GrowthSource: company website
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