Multi-award winning boutique #wealthmanagement in London. Our take on financial planning, wealth & investments. Our tweets aren’t advice. Regulated by the FCA.
London
Joined May 2012
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We're so proud to be a Chartered firm. Our wealth managers are either Chartered or working towards it, and it's something we're really pleased to bring to Helix too.
We want more people to have access to the kind of advice we've been giving our clients for decades.
Most people just want to know the number. Fair enough.
But seeing what’s driving it tells you what’s working, and whether you’re getting your money’s worth.
Investment Quorum shows you where it’s invested, with a chartered planner to explain it.
investmentquorum.com
We’re proud to be a Chartered financial planning firm.
It means our advisers meet high professional standards, keep their knowledge up to date and have the experience to help with the decisions that matter.
Good advice starts with good people.
investmentquorum.com
Cash reserves. Pensions. ISA allowance. What you’ll need the money for, and when.
There’s more to investing than picking an investment. The order you make decisions matters.
With Helix, ask a regulated financial adviser when you need to. No retainer.
helixplatforms.com
Top 50 boutique financial advice firms in the UK 2026! 🏆
A huge well done to the IQ team. It’s been a huge year for us, from launching our own investment platform to bringing Helix to life.
Everyone has worked incredibly hard, and it’s great to see that recognised.
Your adviser, when you need them.
Have a question? Just message your adviser and get the guidance you need.
Need some ad hoc advice? Speak to a qualified adviser without a retainer.
Join the waitlist → helixplatforms.com
Imagine if you didn’t have 10 different logins, stacks of paperwork and a inbox full of PDFs just to keep track of your finances.
Join the waitlist → helixplatforms.com
Investment Quorum retweeted
Join the waitlist → helixplatforms.com
Helix brings your investments, financial plan and goals together in one place.
Built by Investment Quorum. Launching soon.
Investment Quorum retweeted
Wealth management is overdue an upgrade.
Advice that’s only available once you have enough to invest. DIY investing when you don’t know what to invest in. Apps that show your investments but ignore tax, allowances and cashflow. Having to jump between different platforms just to manage your finances.
Over 500 @IQWealth clients are already using Helix. We're now building our waitlist for people who want to be next.
Join the waitlist → helixplatforms.com
Investment Quorum retweeted
Good financial advice is actually pretty simple.
Make a plan. Invest well. Keep your costs down. Make the most of your tax allowances.
We’ve been doing it for our clients for decades.
So why should it still require endless meetings, spreadsheets and different platforms?
Meet Helix...
Investment Quorum retweeted
There’s no excuse for your adviser to still be sending you a PDF.
Helix gives you live investment reporting, your financial plan and all your key documents in one place.
No waiting for the next report. No digging through your inbox.
helixplatforms.com
A new chapter for IQ.
It’s finally happening.
After years of building our own investment platform, Helix is here.
An investment and financial planning app, built around what our clients told us would make managing their money easier.
Follow @helix_platforms for more 👀
The 2025 Autumn Budget brings higher taxes on savings, dividends, and property income + frozen thresholds - key changes for investors & business owners.
We’ve summarised the major updates and what they mean for your financial planning.
Read the full guide 👇
Got extra income each month?
You can make gifts free from Inheritance Tax with no seven-year wait.
A simple rule most people miss.
Find out more: investmentquorum.com/news/po…
Saving for retirement? Many overlook tax-efficient strategies that can significantly impact your savings.
Discover how to maximise your investments and minimise taxes in your golden years.
It's time to take control of your financial future.
A strong financial foundation is vital for young professionals. It’s not just about securing your today but crafting pathways towards your dreams tomorrow. #FinancialGoals #YoungProfessionals #InvestInYourFuture
Preparing for retirement goes beyond just saving money; it's about crafting smart financial strategies that truly work for you. Our expert tips focus on tax efficiency and tailored planning, ensuring your investments are optimised for the future you deserve. #RetirementPlanning
