Investment Quorum Limited

Reference number: 232088

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When investmentquorum.com first appeared online, and whether it can receive email
  • What kind of line 020 7337 1390 is
  • Who else gives the postcode EC4N 7HR
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Intelligent Wealth Trading name
  • IQ Wealth Trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (12 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Providing Credit Information Services

Limits on what they may do

  • May control money if settlement through a mandate.
    The general requirement not to hold or control CLIENT MONEY does not restrict the firm from controlling CLIENT MONEY if it arises from an agreement under which the firm effects settlement through a mandate or otherwise.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04064060
Company status
Active
Company type
Private limited company
Incorporated
4 September 2000 (26 years old)
Registered office
68 King William Street, London, EC4N 7HR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Petronella Fiona West Director Jun 1968 5 Sep 2000 3 other companies
Peter Michael Lowman Director Sep 1953 1 Feb 2010 1 other company
Nicolas Henry Rolf Director Feb 1980 9 Aug 2018 1 other company
Jeremy William Sharman Director Apr 1963 9 Aug 2018 11 other companies
Lisa Rose Ryall Secretary Not published 9 Aug 2018 –

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
14
closed down
2
are FCA-registered
2

In the full report: all 14 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 1 company these 4 directors run together
  • All 9 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsAudited

Turnover

£3.34m

+7% from £3.13m

Profit before tax

£422k

−47% from £798k

Net assets

£1.15m

+14% from £1.01m

Cash at bank

£357k

−17% from £428k

Turnover and profit

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 04064060. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Investment Quorum’s history from the FCA register and Companies House, newest first.

Key events (9) All events (27)

2018

21 August 2018

  • Lee John Robertson stopped being a part-owner

Companies House

9 August 2018

  • Capernaum Capital Management Ltd took control (75–100% of shares)

Companies House

2016

4 September 2016

  • Lee John Robertson became a part-owner (25–50% of shares)
  • Petronella Fiona West gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

16 October 2006

  • FCA imposed a requirement (May control money if settlement through a mandate.)

FCA register

2004

1 October 2004

  • Became authorised by the FCA

FCA register

30 September 2004

  • Regulated by the Financial Services Authority from this date

FCA register · Companies House

2000

4 September 2000

  • Incorporated at Companies House

Companies House

In the full report: all 27 events

  • All 27 events in its history (9 shown here)
  • Every director appointment and resignation: 12
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Firms connected to Investment Quorum

Other FCA-listed firms that share a director, phone number or address with Investment Quorum. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2)
  • Who links each one: the named directors, with dates
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Firms like Investment Quorum

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Investment Quorum

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 14 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 27 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Investment Quorum Limited FCA authorised?
Yes, Investment Quorum Limited (FRN 232088) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Investment Quorum’s phone number and website?
The FCA register lists the phone number 020 7337 1390 and the website investmentquorum.com for Investment Quorum. If you were given different contact details, use these to check with the firm before going any further.
Is Investment Quorum a scam or clone?
Investment Quorum is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Investment Quorum?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Investment Quorum to the Financial Ombudsman Service, free of charge.
Who owns Investment Quorum?
Investment Quorum is owned by Capernaum Capital Management Ltd, which holds 75–100% of shares, since 9 August 2018. Before that, it was controlled by Mr Lee John Robertson.
Who runs Investment Quorum?
Companies House lists 4 directors of Investment Quorum: Petronella Fiona West, Peter Michael Lowman, Nicolas Henry Rolf and Jeremy William Sharman.
How long has Investment Quorum been in business?
The company was formed on 4 September 2000, and has held its current FCA authorisation since October 2004.
What do Investment Quorum’s latest accounts show?
Its latest accounts, to 30 September 2025, show turnover of £3.34m (+7% from £3.13m) and profit before tax of £422k (−47% from £798k).
Does Investment Quorum use any other names?
It trades as Intelligent Wealth and IQ Wealth.

Sources and links

The full report on Investment Quorum Limited

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