Caroline Parker

I am a Discretionary Services Manager here at Investment Quorum which is a very deliberately sized boutique independent wealth manager based in the heart of London's financial district. We pride ourselves on delivering multi-award winning financial advice, investment consultancy and investment management to a select number of Private Clients, Trustees and Charities.

We bring clarity and context to our clients' financial affairs based around our vision of planning-led wealth management delivered at the completely opposite end of the service spectrum from the largely homogenised, highly charged offerings of so many of the larger players.

I am responsible for leading the investment and pension administration services of the Client Liaison Team within Investment Quorum and ensuring accurate dealing, transactions and reporting are the order of the day.

I have worked in financial services for around a decade and I really enjoy working here as it is a company which puts its clients at the heart of everything it does.

Investment Quorum is authorised and regulated by The Financial Conduct Authority.