Our Typical Client

Investment Quorum

It’s hard to describe a typical client of Investment Quorum but I think they have one thing in common they have chosen to get very involved in their own financial affairs but they are looking for help, they are looking for support. They are usually very involved themselves, they take an interest and they are not ‘fire and forget’. They are from across the spectrum, we have diverse clients, we are City based so we have clients from the City but we also have clients from as far away as Scotland and the West Country, we even have clients in Europe. But the one thing I think they are looking for in a wealth manager is that very close co-operation. They understand that there are larger organisations out there, perhaps with more resources but they have taken the choice to work with a firm which really puts there interests at the heart of what it does.