PW

Petronella West

CEO

Investment Quorum

London, England


Contact Information

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Company Information

Company
Investment Quorum
Industry
financial services
Employees
22.0
Seniority
C suite
Annual Revenue
48000.0

Technologies

Cloudflare DNS Outlook Amazon AWS Mobile Friendly Hotjar WordPress.org Shutterstock YouTube Google Tag Manager Linkedin Marketing Solutions Google Play Remote

Keywords

financial planning investment consultancy investment management income in retirement & pensions financial advice tax efficient investments inheritance tax planning wealth management investment services discretionary fund management retirement planning portfolio management tax-efficient strategies wealth transfer savings management investment app financial modelling corporate financial planning asset protection estate planning inheritance tax financial security wealth building investment strategy client-centric service personalized advice risk assessment financial literacy budgeting cash flow analysis sustainable investments financial wellness tax planning bespoke financial advice long-term investment fiduciary responsibility financial independence impact investing financial coaching wealth protection charity advising young professionals entrepreneurs life transitions financial goals dynamic portfolio financial insights relationship-based service independent financial adviser client stories transparent pricing client retention financial technology wealth preservation financial health check financial services law practice legal services finance technology information technology & services

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