I am a Discretionary Services Manager 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 discerning Private Clients, Trusts and Charities.
We bring clarity and purpose to our clients' financial affairs based around our vision of planning-led wealth management at the opposite end of the service spectrum from the largely homogenised, highly charged offerings of so many of the larger players.
My role is to support the advisers in ensuring accurate administration, dealing and reporting in relation to their pension and investment portfolios.
I have been in financial services for over twenty five years and take great pride in what we do at Investment Quorum on behalf of our clients.