Jeremy Davies
London
I am a financial planner at Investment Quorum which is a very deliberately sized independent boutique 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, Trusts and Charities.
We bring clarity and purpose to our clients' financial affairs based around our vision of planning-led wealth management delivered at the completely opposite end of the service spectrum form the largely homogenised, high charge offerings of so many of the larger players.
I am the mortgage and equity release specialst within the firm as well as being a financial planner and offer support to my colleagues in these areas.
I have been in financial services for around thirty years now and enjoy my role at Investment Quorum as every day and every client is different.
Investment Quorum is authorised and regulated by The Financial Conduct Authority.