Wealth & Finance Finance Awards 2015

Wealth & Finance Finance Awards 2015 44 Investment Quorum Ltd High Net Worth Asset Management Firm of the Year - UK Investment Quorum Ltd offer an award winning wealth management service comprising detailed financial planning based on your aspirations, goals and values and supported by comprehensive investment management solutions. Company: Investment Quorum Ltd Website: http://investmentquorum.com Phone: +44 (0)20 7337 1390 Email: [email protected] Investment Quorum Ltd are dedicated to paying particularly close atten- tion to their client’s financial imperatives around planning, investments and retirement income that they can forge a relationship based upon clear and impartial advice. This approach has served the firm well, as they have observed that clients welcome the experienced advice and need to trust their financial advisor, as their future income is a vitally important aspect of their lives. The firm specialise in the development and implementation of financial planning, investment management and tax efficient strategies for private clients, charities and trustees. By working to achieve consistent excellence the firm has received some of the most sought after awards and recognition available within wealth management, many on a regular and even consecutive basis. The company’s expertise and commitment to clients is well regarded by the financial press and they are regular commentators within the financial, consumer and television press. Additionally, the company firmly believes that they offer an unrivalled wealth management service comprising financial planning, investment consultancy and investment management. Financial planning is the firm’s flagship offering, and is a cyclical and dynamic process which the firm has designed to assist the client identi- fy and address their goals, objectives, risk and priorities. The company will then challenge the client to confront their objectives during their financial planning journey.