I am the Client Liaison Manager at Investment Quorum, 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 planning, investment consultancy and investment management to 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 completely the opposite end of the client service spectrum from the largely homogenised, highly charged offerings of many of the larger players.
My role involves liasion between clients, product providers and my aim is to shield them from the mundane inefficiencies they so often, wrongly, encounter.
I have been in financial services for forty years but have never lost my enthusiam for getting things right for clients.
Investment Quorum is authorised and regulated by the Financial Conduct Authority.