I am the Director Private Clients 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, Trust 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 client service spectrum to the largely homogenised, high-charge offerings of many of the larger players.
As well as looking after my clients financial affairs I am regular contributor within my profession by speaking at conferences which seek to improve the standards found within financial planning and wealth management.
Displaying demonstrably high standards within wealth management we are proud to have been the recipient of many coveted awards covering financial planning, investment management and client service.
We are authorised and regulated by the Financial Conduct Authority.