JD
Jeremy Davies
Financial Planner at Investment Quorum
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Work Experience
Financial Planner
Sep 2006 - Jan 2014 · 7 years and 4 months
cheltenham & gloucester plc
Intermediary Sales Manager
Feb 1987 - Sep 2006 · 19 years and 7 months
boston trust & saviings
Branch Manager
Sep 1984 - Feb 1987 · 2 years and 5 months
Company Details
11-50 Employees
Investment Quorum is based in the City of London and offers what we term unique, boutique, wealth management. Independence, integrity, trust and professionalism are the very least that should be expected by those who engage us. We work with discerning Private Clients, Trustees and Charities on their financial planning and investment management needs. We put our clients at the heart of all we do and work with them to ensure their own individual financial goals, objectives, worries and requirements are addressed as part of the close ongoing professional relationship we build, often over many years. We are proud to be viewed as one of the UK's leading wealth managers and invite you to explore our award-winning services via our website. Our team would love to hear from you. Get in touch by emailing info@investmentquorum.com or call us on +44 (0) 20 7337 1390.
Year Founded
2000
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Outsourcing of financial services and administration, Investment Services
HQ Location
85 Gresham Street London, EC2V 7NQ, GB
Keywords
Financial PlanningInvestment ConsultancyInvestment ManagementIncome in Retirement and PensionsFinancial AdviceTax Efficient Investmentsand Inheritance Tax Planning
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